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 FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX cheaper diff. adviser | 94% | 0.83% | Morgan Stanley Investment Management Inc. |
| 2 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper diff. adviser | 66% | 0.65% | Morgan Stanley Investment Management Inc. |
| 3 | Penn Series Large Core Growth Fund cheaper diff. adviser | 35% | 0.85% | Penn Mutual Asset Management, LLC |
| 4 | Nomura VIP Growth Equity Series cheaper diff. adviser | 35% | 0.75% | Macquarie Investment Management Business Trust |
| 5 | Nomura VIP Growth Series diff. adviser | 34% | 1.00% | Macquarie Investment Management Business Trust |
| 6 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 34% | 0.56% | Macquarie Investment Management Business Trust |
| 7 | SFT Macquarie Growth Fund cheaper diff. adviser | 34% | 0.95% | Securian Asset Management, Inc. |
| 8 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 33% | 0.45% | Delaware Management Company |
| 9 | Global Stars Portfolio · MGQIX, MGQAX, MGQLX, MGQSX, MSGQX cheaper diff. adviser | 32% | 0.75% | Morgan Stanley Investment Management Inc. |
| 10 | Penn Series Large Cap Growth Fund cheaper diff. adviser | 29% | 0.86% | Penn Mutual Asset Management, LLC |
| 11 | Polen Capital Global Growth ETF cheaper diff. adviser | 29% | 0.85% | IM Global Partner Fund Management, LLC |
| 12 | International Resilience Portfolio · MSDKX, MSDEX, MSCZX, MSDFX cheaper diff. adviser | 29% | 0.80% | Morgan Stanley Investment Management Inc. |
| 13 | Lazard Global Equity Select Portfolio · GESIX, GESOX, RLGEX cheaper diff. adviser | 29% | 0.85% | Lazard Asset Management LLC |
| 14 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 29% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX cheaper diff. adviser | 28% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFG Global Sustainable Fund · FMSGX, FMSRX cheaper diff. adviser | 28% | 0.80% | Frontegra Asset Management, Inc. |
| 17 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 28% | 0.75% | Equitable Investment Management Group, LLC |
| 18 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX diff. adviser | 28% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 19 | ClearBridge Large Cap Growth Fund · SBLGX, SLCCX, SBLYX, LMPLX, LSITX, LCMMX cheaper diff. adviser | 28% | 0.64% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 28% | 1.01% | Polen Capital Management, L.L.C. |
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