Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio (MSAQX) belongs to the Asia Pacific Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSAQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSAQX
MSAQX charges 1.10% annually. There are 24 mutual funds in the Asia Pacific Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Pacific Stock Index Fund Institutional Sh... | 0.08% | — | May 2000 | MSAQX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.80B | Aug 2001 | MSAQX vs VPADX | |
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | MSAQX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | MSAQX vs DFJSX | |
| DFA Asia Pacific Small Company | 0.42% | — | Jan 1993 | MSAQX vs DFRSX |
Best Risk-Adjusted Alternatives to MSAQX
MSAQX has a PortfoliosLab risk / return rank of 9. There are 49 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 88 | — | Nov 1995 | MSAQX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 87 | — | Oct 2018 | MSAQX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 87 | — | May 2008 | MSAQX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 87 | — | May 2008 | MSAQX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 86 | — | May 2008 | MSAQX vs FHKTX |
Top Performing MSAQX Alternatives (YTD)
MSAQX is at 14.25% YTD. There are 39 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 39.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 39.70% | — | Dec 1999 | MSAQX vs MATFX | |
| Matthews Asia ESG Fund | 33.14% | — | Apr 2015 | MSAQX vs MASGX | |
| Fidelity Advisor China Region Fund Class Z | 29.11% | — | Oct 2018 | MSAQX vs FIQFX | |
| Fidelity China Region Fund | 29.02% | — | Nov 1995 | MSAQX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 29.01% | — | May 2008 | MSAQX vs FHKIX |
Lowest Volatility Alternatives to MSAQX
MSAQX has 24.93% 1-year volatility. There are 42 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.65% | — | May 1994 | MSAQX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.58% | 4.59M | Feb 2011 | MSAQX vs INDAX | |
| Matthews India Fund | 16.34% | — | Oct 2005 | MSAQX vs MINDX | |
| DFA Asia Pacific Small Company | 16.41% | — | Jan 1993 | MSAQX vs DFRSX | |
| T. Rowe Price Asia Opportunities Fund | 16.41% | — | May 2014 | MSAQX vs PAAOX |
Lowest Drawdown Alternatives to MSAQX
MSAQX has a 1-year max drawdown of -23.57%. There are 53 mutual funds in the Asia Pacific Equities category with shallower 1-year drawdowns, going as shallow as -10.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | MSAQX vs IASMX | |
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | MSAQX vs CNJFX | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | MSAQX vs CHILX | |
| Morgan Stanley China A Share Fund | -11.72% | — | Jul 2006 | MSAQX vs CAF | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | MSAQX vs ASIAX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, EDD and span 5 categories.
Often Compared With MSAQX
Investors most often compare MSAQX with EWJ, MGSEX, FIQPX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MSAQX with Any Fund or Stock
Compare MSAQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSAQX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Asia Opportunity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSAQX.
Explore MSAQX Diversifiers