Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio (MLNIX) 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 MLNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MLNIX
MLNIX charges 1.00% annually. There are 136 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MLNIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MLNIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MLNIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MLNIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MLNIX vs VTWAX |
Best Risk-Adjusted Alternatives to MLNIX
MLNIX has a PortfoliosLab risk / return rank of 14. There are 200 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | MLNIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | MLNIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MLNIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | MLNIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | MLNIX vs PGVFX |
Top Performing MLNIX Alternatives (YTD)
MLNIX is at 6.32% YTD. There are 190 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | MLNIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | MLNIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | MLNIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | MLNIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | MLNIX vs YFSNX |
Lowest Volatility Alternatives to MLNIX
MLNIX has 16.50% 1-year volatility. There are 185 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | MLNIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | MLNIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | MLNIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | MLNIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | MLNIX vs SGMAX |
Lowest Drawdown Alternatives to MLNIX
MLNIX has a 1-year max drawdown of -16.10%. There are 221 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 | MLNIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MLNIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MLNIX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MLNIX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MLNIX vs SVTAX |
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 | 11 | 1.49% | — | Jun 1993 | MLNIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.50% | — | Jun 1986 | MLNIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 61 | 10.60% | — | Dec 1992 | MLNIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 61 | 11.44% | — | Nov 1994 | MLNIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 1.57% | — | — | MLNIX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.24% | — | Sep 1985 | MLNIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 11.23% | — | Mar 1990 | MLNIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.52% | — | Oct 2001 | MLNIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 56 | 26.30% | — | Sep 1987 | MLNIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 9.15% | — | Feb 2004 | MLNIX vs TRRJX |
Often Compared With MLNIX
Investors most often compare MLNIX with SPY, MVGIX, GAOAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MLNIX with Any Fund or Stock
Compare MLNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MLNIX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MLNIX.
Explore MLNIX Diversifiers