Morgan Stanley China A Share Fund (CAF) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAF
CAF charges 1.67% annually. There are 17 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | CAF vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | CAF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | CAF vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | CAF vs BGCBX | |
| abrdn China A Share Equity Fund | 0.99% | — | Jun 2004 | CAF vs GOPIX |
Best Risk-Adjusted Alternatives to CAF
CAF has a PortfoliosLab risk / return rank of 73. There are 6 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 85 | — | Nov 1995 | CAF vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 85 | — | Oct 2018 | CAF vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 85 | — | May 2008 | CAF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 85 | — | May 2008 | CAF vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 84 | — | May 2008 | CAF vs FHKTX |
Top Performing CAF Alternatives (YTD)
CAF is at 8.47% YTD. There are 9 mutual funds in the China Equities category with higher YTD returns, going as high as 28.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 28.19% | — | Oct 2018 | CAF vs FIQFX | |
| Fidelity China Region Fund | 28.08% | — | Nov 1995 | CAF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 28.07% | — | May 2008 | CAF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 27.87% | — | May 2008 | CAF vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 27.68% | — | May 2008 | CAF vs FHKTX |
Lowest Volatility Alternatives to CAF
CAF has 20.86% 1-year volatility. There are 6 mutual funds in the China Equities category with lower 1-year volatility, going as low as 17.20%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 17.20% | — | Jun 1994 | CAF vs ICHKX | |
| Baillie Gifford China Equities Fund | 18.98% | — | Jul 2021 | CAF vs BGCBX | |
| Eaton Vance Greater China Growth Fund | 19.32% | — | Oct 1992 | CAF vs EVCGX | |
| Goldman Sachs China Equity Fund | 19.98% | — | Jul 1994 | CAF vs GSAGX | |
| AB All China Equity Portfolio | 20.25% | — | Jul 2018 | CAF vs ACEYX |
Lowest Drawdown Alternatives to CAF
CAF has a 1-year max drawdown of -11.72%. There is 1 mutual fund in the China Equities category with a shallower 1-year drawdown, going as shallow as -11.64%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | CAF vs CHILX | |
| Fidelity Advisor China Region Fund Class Z | -12.23% | — | Oct 2018 | CAF vs FIQFX | |
| Fidelity China Region Fund | -12.24% | — | Nov 1995 | CAF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -12.26% | — | May 2008 | CAF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | -12.29% | — | May 2008 | CAF vs FHKAX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, EDD and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 2 | -10.25% | — | Apr 1991 | CAF vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -2.11% | — | Mar 1990 | CAF vs MACGX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 53 | 15.39% | — | Apr 2007 | CAF vs EDD | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 2 | -7.80% | — | Jan 2002 | CAF vs CPOAX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -1.99% | — | Mar 1990 | CAF vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 2 | -10.79% | — | Apr 2017 | CAF vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 2 | -7.64% | — | Jul 1997 | CAF vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | CAF vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 2 | -10.37% | — | Apr 1991 | CAF vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | CAF vs MUIIX |
Often Compared With CAF
Investors most often compare CAF with MCHFX, FCHKX, TDF. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CAF with Any Fund or Stock
Compare CAF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAF with funds that move differently
Morgan Stanley China A Share Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAF.
Explore CAF Diversifiers