Morgan Stanley Growth Portfolio (MEGIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MEGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEGIX
MEGIX charges 0.57% annually. There are 78 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MEGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | MEGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MEGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MEGIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MEGIX vs TILIX |
Best Risk-Adjusted Alternatives to MEGIX
MEGIX has a PortfoliosLab risk / return rank of 4. There are 402 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | MEGIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MEGIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MEGIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | MEGIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MEGIX vs POGRX |
Top Performing MEGIX Alternatives (YTD)
MEGIX is at -1.13% YTD. There are 403 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | MEGIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | MEGIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | MEGIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | MEGIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | MEGIX vs FOKFX |
Lowest Volatility Alternatives to MEGIX
MEGIX has 28.17% 1-year volatility. There are 417 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | MEGIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | MEGIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | MEGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | MEGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | MEGIX vs AWYIX |
Lowest Drawdown Alternatives to MEGIX
MEGIX has a 1-year max drawdown of -28.03%. There are 417 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | MEGIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MEGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MEGIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MEGIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MEGIX vs AQEIX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 5 | -1.20% | — | Apr 1991 | MEGIX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 6.63% | — | Mar 1990 | MEGIX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 6 | 4.60% | — | Jan 2002 | MEGIX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 15 | 3.21% | — | Apr 2007 | MEGIX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 6.71% | — | Mar 1990 | MEGIX vs MPEGX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 6 | 4.72% | — | Jul 1997 | MEGIX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MEGIX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.57% | — | Apr 2016 | MEGIX vs MUIIX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 5 | -1.30% | — | Apr 1991 | MEGIX vs MSEGX | |
| Morgan Stanley Global Permanence Portfolio | Global Equities | 1 | 2.41% | — | Apr 2019 | MEGIX vs MGKQX |
Often Compared With MEGIX
Investors most often compare MEGIX with PMPIX, SWPPX, VGT. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare MEGIX with Any Fund or Stock
Compare MEGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEGIX with funds that move differently
Morgan Stanley Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEGIX.
Explore MEGIX Diversifiers