Morgan Stanley Growth Portfolio (MEGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MEGIX
MEGIX charges 0.57% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MEGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | MEGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | MEGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | MEGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | MEGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | MEGIX vs VIGAX |
Best Risk-Adjusted Alternatives to MEGIX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | MEGIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | MEGIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | MEGIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | MEGIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | MEGIX vs VTMGX |
Top Performing MEGIX Alternatives (YTD)
MEGIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | MEGIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | MEGIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | MEGIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | MEGIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | MEGIX vs AMRGX |
Lowest Volatility Alternatives to MEGIX
MEGIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | MEGIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | MEGIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | MEGIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | MEGIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | MEGIX vs PROVX |
Lowest Drawdown Alternatives to MEGIX
MEGIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | MEGIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | MEGIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | MEGIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | MEGIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | MEGIX vs BBLIX |
Other Mutual Funds from Morgan Stanley
Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.
Often Compared With MEGIX
What investors most often compare with MEGIX, 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.