Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 94% | 0.96% | Voya Investments, LLC |
| 2 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper | 66% | 0.65% | Morgan Stanley Investment Management Inc. |
| 3 | Global Stars Portfolio · MGQIX, MGQAX, MGQLX, MGQSX, MSGQX cheaper | 37% | 0.75% | Morgan Stanley Investment Management Inc. |
| 4 | International Resilience Portfolio · MSDKX, MSDEX, MSCZX, MSDFX cheaper | 35% | 0.80% | Morgan Stanley Investment Management Inc. |
| 5 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 32% | 1.01% | Polen Capital Management, L.L.C. |
| 6 | Penn Series Large Core Growth Fund diff. adviser | 32% | 0.85% | Penn Mutual Asset Management, LLC |
| 7 | Nomura VIP Growth Equity Series cheaper diff. adviser | 31% | 0.75% | Macquarie Investment Management Business Trust |
| 8 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 31% | 0.56% | Macquarie Investment Management Business Trust |
| 9 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper diff. adviser | 31% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 10 | SFT Macquarie Growth Fund diff. adviser | 31% | 0.95% | Securian Asset Management, Inc. |
| 11 | Nomura VIP Growth Series diff. adviser | 31% | 1.00% | Macquarie Investment Management Business Trust |
| 12 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 31% | 0.90% | — |
| 13 | AB Global Core Equity Portfolio · GCECX, GCEYX, GCEAX cheaper diff. adviser | 30% | 0.78% | AllianceBernstein L.P. |
| 14 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 29% | 0.45% | Delaware Management Company |
| 15 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 27% | 0.79% | — |
| 16 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 27% | 0.61% | Parnassus Investments, LLC |
| 17 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 26% | 0.75% | Equitable Investment Management Group, LLC |
| 18 | MML Global Fund cheaper diff. adviser | 26% | 0.81% | MML Investment Advisers, LLC |
| 19 | AQE Core ETF · AQEC cheaper diff. adviser | 26% | 0.49% | Arlington Partners, LLC |
| 20 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 26% | 0.93% | MML Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.