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 37 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 | |
| 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% | 33.80B | Sep 2011 | MPEGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | MPEGX vs VMFGX |
Best Risk-Adjusted Alternatives to MPEGX
MPEGX has a PortfoliosLab risk / return rank of 3. There are 139 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | MPEGX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | MPEGX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | MPEGX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | MPEGX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | MPEGX vs POAGX |
Top Performing MPEGX Alternatives (YTD)
MPEGX is at 1.18% YTD. There are 137 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | MPEGX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | MPEGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | MPEGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | MPEGX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | MPEGX vs WWNPX |
Lowest Volatility Alternatives to MPEGX
MPEGX has 28.79% 1-year volatility. There are 153 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | MPEGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | MPEGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | MPEGX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | MPEGX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | MPEGX vs SGFFX |
Lowest Drawdown Alternatives to MPEGX
MPEGX has a 1-year max drawdown of -27.46%. There are 155 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 | |
| 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 | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | MPEGX vs TAAGX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 4 | -5.26% | — | Apr 1991 | MPEGX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.02% | — | Mar 1990 | MPEGX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -1.62% | — | Jan 2002 | MPEGX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 40 | 15.59% | — | Apr 2007 | MPEGX vs EDD | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -5.79% | — | Apr 2017 | MPEGX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -1.49% | — | 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 | -5.39% | — | Apr 1991 | MPEGX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | MPEGX vs MUIIX | |
| Morgan Stanley China A Share Fund | China Equities, Asia Pacific Equities | 91 | 21.37% | — | Jul 2006 | MPEGX vs CAF |
Often Compared With MPEGX
Investors most often compare MPEGX with VMGRX, SPY, VTSAX. These 20 comparison targets span 10 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