Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) 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 MPEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MPEGX
MPEGX charges 0.72% annually. There are 38 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | MPEGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MPEGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | MPEGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | MPEGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | MPEGX vs VMGMX |
Best Risk-Adjusted Alternatives to MPEGX
MPEGX has a PortfoliosLab risk / return rank of 3. There are 134 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | MPEGX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | MPEGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 90 | 27.60B | Aug 1995 | MPEGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | MPEGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 81 | — | Nov 2004 | MPEGX vs POAGX |
Top Performing MPEGX Alternatives (YTD)
MPEGX is at 3.82% YTD. There are 112 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.32% | — | Dec 2016 | MPEGX vs NEEIX | |
| Needham Growth Fund | 59.15% | — | Jan 1996 | MPEGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.12% | — | Oct 2000 | MPEGX vs TAAGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.21% | — | May 2007 | MPEGX vs LSHAX | |
| Essex Environmental Opportunities Fund | 30.84% | — | Sep 2017 | MPEGX vs EEOFX |
Lowest Volatility Alternatives to MPEGX
MPEGX has 27.91% 1-year volatility. There are 158 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.31% | — | May 2013 | MPEGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.60% | — | May 2021 | MPEGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | MPEGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | MPEGX vs VSNGX | |
| Sparrow Growth Fund | 12.96% | — | Oct 1998 | MPEGX vs SGFFX |
Lowest Drawdown Alternatives to MPEGX
MPEGX has a 1-year max drawdown of -27.46%. There are 160 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 | MPEGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | MPEGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | MPEGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | MPEGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | MPEGX vs SECUX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 4 | -3.69% | — | Apr 1991 | MPEGX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 3.74% | — | Mar 1990 | MPEGX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 5 | 1.36% | — | Jan 2002 | MPEGX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 15 | 3.21% | — | Apr 2007 | MPEGX vs EDD | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -4.03% | — | Apr 2017 | MPEGX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 5 | 1.47% | — | Jul 1997 | MPEGX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MPEGX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 4 | -3.78% | — | Apr 1991 | MPEGX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.57% | — | Apr 2016 | MPEGX vs MUIIX | |
| Morgan Stanley Global Permanence Portfolio | Global Equities | 1 | 1.00% | — | Apr 2019 | MPEGX vs MGKQX |
Often Compared With MPEGX
Investors most often compare MPEGX with VMGRX, SPY, VTSAX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare MPEGX with Any Fund or Stock
Compare MPEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MPEGX with funds that move differently
Morgan Stanley Institutional Fund Trust Discovery Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MPEGX.
Explore MPEGX Diversifiers