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 76 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% | 4.90B | Dec 2017 | MEGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MEGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MEGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MEGIX vs VIGAX |
Best Risk-Adjusted Alternatives to MEGIX
MEGIX has a PortfoliosLab risk / return rank of 3. There are 400 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | MEGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | MEGIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | MEGIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | MEGIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | MEGIX vs FOCPX |
Top Performing MEGIX Alternatives (YTD)
MEGIX is at -8.40% YTD. There are 410 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | MEGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | MEGIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | MEGIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | MEGIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | MEGIX vs POGRX |
Lowest Volatility Alternatives to MEGIX
MEGIX has 29.54% 1-year volatility. There are 411 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | MEGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | MEGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | MEGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MEGIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | MEGIX vs GQEPX |
Lowest Drawdown Alternatives to MEGIX
MEGIX has a 1-year max drawdown of -28.03%. There are 412 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MEGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MEGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MEGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MEGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MEGIX vs DNVYX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 6 categories.
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