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 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MRJAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | MRJAX vs VTWAX |
Best Risk-Adjusted Alternatives to MRJAX
Among 250 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 | |
| Vanguard Global Capital Cycles Fund | 93 | 3.90B | May 1984 | MRJAX vs VGPMX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | MRJAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | MRJAX vs JGYIX | |
| GMO Climate Change Fund | 91 | — | Apr 2017 | MRJAX vs GCCHX |
Top Performing MRJAX Alternatives (YTD)
Among 250 mutual funds in the Global Equities category with YTD return data, the top-performing alternatives shown here go as high as 40.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 40.79% | — | Nov 2016 | MRJAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 28.31% | — | Jan 1987 | MRJAX vs OBEGX | |
| GMO Climate Change Fund | 26.64% | — | Apr 2017 | MRJAX vs GCCHX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | MRJAX vs AGLOX | |
| LSV Global Value Fund | 24.49% | — | Jun 2014 | MRJAX vs LVAGX |
Lowest Volatility Alternatives to MRJAX
Among 250 mutual funds in the Global Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | MRJAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | MRJAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | MRJAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.41% | — | Sep 1990 | MRJAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | MRJAX vs SGMAX |
Lowest Drawdown Alternatives to MRJAX
Among 250 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | MRJAX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | MRJAX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | MRJAX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MRJAX vs LVAFX |
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 | 5 | -3.35% | — | Apr 1991 | MRJAX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 4.28% | — | Mar 1990 | MRJAX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 6 | 1.91% | — | Jan 2002 | MRJAX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 14 | 2.46% | — | Apr 2007 | MRJAX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 4.35% | — | Mar 1990 | MRJAX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -3.69% | — | Apr 2017 | MRJAX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 6 | 2.03% | — | Jul 1997 | MRJAX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MRJAX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.57% | — | Apr 2016 | MRJAX vs MUIIX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 5 | -3.45% | — | Apr 1991 | MRJAX vs MSEGX |
Often Compared With MRJAX
Investors most often compare MRJAX with CAEIX, MDGCX, ARTHX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Global Energy Solutions Fund | Global Equities | 87 | 22.17% | — | May 2007 | MRJAX vs CAEIX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 18.90% | — | Aug 1994 | MRJAX vs MDGCX | |
| Artisan Global Equity Fund | Global Equities | 58 | 11.66% | — | Mar 2010 | MRJAX vs ARTHX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.53% | — | May 1998 | MRJAX vs PGVFX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 88 | 12.36% | — | Sep 1996 | MRJAX vs FMIEX | |
| DWS Global Small Cap Fund | Global Equities | 86 | 20.64% | — | Sep 1991 | MRJAX vs SGSCX | |
| Calamos Global Equity Fund | Global Equities | 46 | 21.41% | — | Feb 2007 | MRJAX vs CIGEX |
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