Morgan Stanley Multi-Asset Real Return Portfolio A (MRJAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MRJAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MRJAX
MRJAX charges 1.10% annually. There are 160 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MRJAX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MRJAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MRJAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MRJAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MRJAX vs UCEQX |
Best Risk-Adjusted Alternatives to MRJAX
Among 248 mutual funds in the Global Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | MRJAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | MRJAX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | MRJAX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | MRJAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | MRJAX vs FMIEX |
Top Performing MRJAX Alternatives (YTD)
Among 248 mutual funds in the Global Equities category with YTD return data, the top-performing alternatives shown here go as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | MRJAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | MRJAX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | MRJAX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | MRJAX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | MRJAX vs PGVFX |
Lowest Volatility Alternatives to MRJAX
Among 248 mutual funds in the Global Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | MRJAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | MRJAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | MRJAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | MRJAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | MRJAX vs SGMAX |
Lowest Drawdown Alternatives to MRJAX
Among 248 mutual funds in the Global Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MRJAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MRJAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MRJAX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MRJAX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MRJAX vs SVTAX |
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 | 4 | -4.48% | — | Apr 1991 | MRJAX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | 2.47% | — | Mar 1990 | MRJAX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -0.39% | — | Jan 2002 | MRJAX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 40 | 15.78% | — | Apr 2007 | MRJAX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | 2.60% | — | Mar 1990 | MRJAX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 3 | -5.03% | — | Apr 2017 | MRJAX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -0.25% | — | Jul 1997 | MRJAX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MRJAX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 4 | -4.60% | — | Apr 1991 | MRJAX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | MRJAX vs MUIIX |
Often Compared With MRJAX
Investors most often compare MRJAX with GQRIX, CAEIX, MDGCX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare MRJAX with Any Fund or Stock
Compare MRJAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MRJAX with funds that move differently
Morgan Stanley Multi-Asset Real Return Portfolio A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MRJAX.
Explore MRJAX Diversifiers