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 | Global Permanence Portfolio · MGKQX, MGKAX, MGKCX, MGKIX | 66% | 0.95% | Morgan Stanley Investment Management Inc. |
| 2 | Advantage Portfolio · MPAIX, MAPLX, MAPPX, MADSX, MSPRX | 59% | 0.81% | Morgan Stanley Investment Management Inc. |
| 3 | Growth Portfolio · MEGIX, MEGTX cheaper | 51% | 0.57% | Morgan Stanley Investment Management Inc. |
| 4 | GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper | 49% | 0.52% | Morgan Stanley Investment Management Inc. |
| 5 | Global Insight Portfolio · MIGIX, MIGLX, MIGPX, MSPTX, MGZZX | 47% | 0.95% | Morgan Stanley Investment Management Inc. |
| 6 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 45% | 0.76% | Transamerica Asset Management, Inc. |
| 7 | Discovery Portfolio · MMGTX, MMGPX | 45% | 0.95% | Morgan Stanley Investment Management Inc. |
| 8 | Transamerica Capital Growth · IALAX, ILLLX, TFOIX, TCPWX, TAAEX cheaper diff. adviser | 44% | 0.73% | Transamerica Asset Management, Inc. |
| 9 | Morgan Stanley Insight Fund · CPOAX, CPOCX, CPODX, MCRTX, MSCMX, MBIRX | 44% | 0.82% | Morgan Stanley Investment Management Inc. |
| 10 | Discovery Portfolio · MACGX, MPEGX, MSKLX, MMCGX, MSMFX cheaper | 43% | 0.63% | Morgan Stanley Investment Management Inc. |
| 11 | Morgan Stanley Discovery Portfolio cheaper diff. adviser | 34% | 0.66% | Brighthouse Investment Advisers, LLC |
| 12 | Transamerica Large Growth · TGWRX, TGWFX, TGWTX, TAGDX cheaper diff. adviser | 27% | 0.72% | Transamerica Asset Management, Inc. |
| 13 | Inception Portfolio · MSSGX, MSSMX, MSSLX, MFLLX, MSCOX | 23% | 0.93% | Morgan Stanley Investment Management Inc. |
| 14 | SA Multi-Managed Large Cap Growth Portfolio cheaper diff. adviser | 22% | 0.79% | SunAmerica Asset Management, LLC |
| 15 | Global Endurance Portfolio · MSJSX, MSJAX, MSJCX, MSJIX | 18% | 0.95% | Morgan Stanley Investment Management Inc. |
| 16 | Baron First Principles ETF · RONB diff. adviser | 18% | 1.00% | BAMCO, Inc. |
| 17 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX | 18% | 0.83% | — |
| 18 | Baron Focused Growth Fund · BFGFX, BFGIX, BFGUX diff. adviser | 18% | 1.05% | BAMCO, Inc. |
| 19 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 15% | 0.65% | Baillie Gifford Overseas Ltd |
| 20 | TrueShares Technology, AI & Deep Learning ETF · LRNZ cheaper diff. adviser | 15% | 0.69% | TrueMark Investments, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.