Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio (MGQIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MGQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MGQIX
MGQIX charges 0.90% annually. There are 93 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MGQIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MGQIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MGQIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MGQIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | MGQIX vs VMNVX |
Best Risk-Adjusted Alternatives to MGQIX
MGQIX has a PortfoliosLab risk / return rank of 1. There are 244 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | MGQIX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | MGQIX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | MGQIX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | MGQIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MGQIX vs JGYIX |
Top Performing MGQIX Alternatives (YTD)
MGQIX is at -2.42% YTD. There are 234 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | MGQIX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | MGQIX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | MGQIX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | MGQIX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | MGQIX vs PRGSX |
Lowest Volatility Alternatives to MGQIX
MGQIX has 28.91% 1-year volatility. There are 244 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | MGQIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | MGQIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | MGQIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | MGQIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | MGQIX vs SGMAX |
Lowest Drawdown Alternatives to MGQIX
MGQIX has a 1-year max drawdown of -37.59%. There are 245 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MGQIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | MGQIX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | MGQIX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | MGQIX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MGQIX vs LVAFX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 5.48% | — | Jun 1993 | MGQIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | MGQIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | MGQIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | MGQIX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | MGQIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | MGQIX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | MGQIX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | MGQIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | MGQIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | MGQIX vs TRRJX |
Often Compared With MGQIX
Investors most often compare MGQIX with CAEIX, SGSCX, GLOSX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | MGQIX vs CAEIX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | MGQIX vs SGSCX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.09% | — | Dec 2005 | MGQIX vs GLOSX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | MGQIX vs PGVFX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | MGQIX vs MDGCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | MGQIX vs FMIEX | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.69% | — | Feb 2007 | MGQIX vs CIGEX |
Compare MGQIX with Any Fund or Stock
Compare MGQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MGQIX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGQIX.
Explore MGQIX Diversifiers