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% | 34.80B | 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 144 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | MMGPX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | MMGPX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | MMGPX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | MMGPX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | MMGPX vs TAAGX |
Top Performing MMGPX Alternatives (YTD)
MMGPX is at -0.96% YTD. There are 144 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | MMGPX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | MMGPX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | MMGPX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | MMGPX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | MMGPX vs WWNPX |
Lowest Volatility Alternatives to MMGPX
MMGPX has 28.90% 1-year volatility. There are 153 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | MMGPX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | MMGPX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | MMGPX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | MMGPX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | MMGPX vs PMEGX |
Lowest Drawdown Alternatives to MMGPX
MMGPX has a 1-year max drawdown of -27.79%. There are 160 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | MMGPX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | MMGPX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | MMGPX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | MMGPX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | MMGPX vs FAMVX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, EDD and span 5 categories.
Often Compared With MMGPX
Investors most often compare MMGPX with BMDSX, FRSGX, RSDGX. These 20 comparison targets span 4 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