Morgan Stanley Discovery Portfolio (MMGPX) belongs to the Mid 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 MMGPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MMGPX
MMGPX charges 0.04% annually. There is 1 mutual fund in the Mid Cap Growth Equities category with a lower expense ratio, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | MMGPX vs SSMHX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | MMGPX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | MMGPX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | MMGPX vs VMFGX | |
| T. Rowe Price Mid-Cap Index Fund | 0.14% | — | Dec 2015 | MMGPX vs TRMSX |
Best Risk-Adjusted Alternatives to MMGPX
MMGPX has a PortfoliosLab risk / return rank of 2. There are 143 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | MMGPX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | MMGPX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | MMGPX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | MMGPX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | MMGPX vs POAGX |
Top Performing MMGPX Alternatives (YTD)
MMGPX is at 2.60% YTD. There are 134 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | MMGPX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | MMGPX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | MMGPX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | MMGPX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | MMGPX vs POAGX |
Lowest Volatility Alternatives to MMGPX
MMGPX has 28.47% 1-year volatility. There are 153 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | MMGPX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | MMGPX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | MMGPX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | MMGPX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | MMGPX vs VLIFX |
Lowest Drawdown Alternatives to MMGPX
MMGPX has a 1-year max drawdown of -27.79%. There are 159 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | MMGPX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | MMGPX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | MMGPX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | MMGPX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | MMGPX vs SECUX |
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 | 5 | -2.67% | — | Apr 1991 | MMGPX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 3.25% | — | Mar 1990 | MMGPX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 5 | 1.23% | — | Jan 2002 | MMGPX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 38 | 14.01% | — | Apr 2007 | MMGPX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 3.33% | — | Mar 1990 | MMGPX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -3.23% | — | Apr 2017 | MMGPX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 5 | 1.37% | — | Jul 1997 | MMGPX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MMGPX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 5 | -2.80% | — | Apr 1991 | MMGPX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | MMGPX vs MUIIX |
Often Compared With MMGPX
Investors most often compare MMGPX with BMDSX, FRSGX, RSDGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MMGPX with Any Fund or Stock
Compare MMGPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MMGPX with funds that move differently
Morgan Stanley Discovery Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MMGPX.
Explore MMGPX Diversifiers