Morgan Stanley Emerging Markets Equity Portfolio (MEMEX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MEMEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEMEX
MEMEX charges 1.25% annually. There are 124 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | MEMEX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | MEMEX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | MEMEX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | MEMEX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | MEMEX vs TEQLX |
Best Risk-Adjusted Alternatives to MEMEX
MEMEX has a PortfoliosLab risk / return rank of 71. There are 59 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | MEMEX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | MEMEX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | MEMEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 91 | — | Oct 2021 | MEMEX vs GMAQX | |
| Dodge & Cox Emerging Markets Stock Fund | 90 | — | May 2021 | MEMEX vs DODEX |
Top Performing MEMEX Alternatives (YTD)
MEMEX is at 22.21% YTD. There are 35 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 85.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 85.88% | — | Jun 1996 | MEMEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 58.63% | — | Nov 2021 | MEMEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 42.32% | — | Jan 2018 | MEMEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 41.31% | — | Oct 2021 | MEMEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 35.80% | — | Jan 1994 | MEMEX vs GTDDX |
Lowest Volatility Alternatives to MEMEX
MEMEX has 23.71% 1-year volatility. There are 140 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | MEMEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | MEMEX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.69% | — | Dec 2013 | MEMEX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | MEMEX vs COBYX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.20% | — | May 2008 | MEMEX vs HLFMX |
Lowest Drawdown Alternatives to MEMEX
MEMEX has a 1-year max drawdown of -14.99%. There are 152 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | MEMEX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | MEMEX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | MEMEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | MEMEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | MEMEX vs GQGPX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 4 | -5.26% | — | Apr 1991 | MEMEX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.02% | — | Mar 1990 | MEMEX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -1.62% | — | Jan 2002 | MEMEX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 40 | 15.59% | — | Apr 2007 | MEMEX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.18% | — | Mar 1990 | MEMEX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -5.79% | — | Apr 2017 | MEMEX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -1.49% | — | Jul 1997 | MEMEX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MEMEX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 4 | -5.39% | — | Apr 1991 | MEMEX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | MEMEX vs MUIIX |
Often Compared With MEMEX
Investors most often compare MEMEX with HFQAX, ASTS, MGKQX. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MEMEX with Any Fund or Stock
Compare MEMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEMEX with funds that move differently
Morgan Stanley Emerging Markets Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEMEX.
Explore MEMEX Diversifiers