Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MPEGX
MPEGX charges 0.72% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among MPEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | MPEGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | MPEGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | MPEGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | MPEGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MPEGX vs VMGMX |
Best Risk-Adjusted Alternatives to MPEGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | MPEGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | MPEGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | MPEGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | MPEGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | MPEGX vs BFGIX |
Top Performing MPEGX Alternatives (YTD)
MPEGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | MPEGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | MPEGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | MPEGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | MPEGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | MPEGX vs NEEGX |
Lowest Volatility Alternatives to MPEGX
MPEGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | MPEGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | MPEGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | MPEGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | MPEGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | MPEGX vs VSNGX |
Lowest Drawdown Alternatives to MPEGX
MPEGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | MPEGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | MPEGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | MPEGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | MPEGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | MPEGX vs VLEQX |
Other Mutual Funds from Morgan Stanley
Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.
Often Compared With MPEGX
What investors most often compare with MPEGX, 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.