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 5. There are 50 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | 91 | — | Jul 2006 | MSAQX vs CAF | |
| Fidelity China Region Fund | 90 | — | Nov 1995 | MSAQX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 90 | — | Oct 2018 | MSAQX vs FIQFX | |
| Fidelity Advisor China Region Fund Class A | 90 | — | May 2008 | MSAQX vs FHKAX | |
| Fidelity Advisor China Region Fund Class I | 90 | — | May 2008 | MSAQX vs FHKIX |
Top Performing MSAQX Alternatives (YTD)
MSAQX is at 11.13% YTD. There are 41 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 48.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 48.37% | — | Dec 1999 | MSAQX vs MATFX | |
| Matthews China Small Companies Fund | 41.26% | — | May 2011 | MSAQX vs MCSMX | |
| Matthews Asia ESG Fund | 36.03% | — | Apr 2015 | MSAQX vs MASGX | |
| Fidelity Advisor Emerging Asia Fund Class I | 30.62% | — | Jun 1999 | MSAQX vs FERIX | |
| Fidelity Emerging Asia Fund | 30.45% | — | Apr 1993 | MSAQX vs FSEAX |
Lowest Volatility Alternatives to MSAQX
MSAQX has 24.27% 1-year volatility. There are 45 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.39% | — | May 1994 | MSAQX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.16% | 4.59M | Feb 2011 | MSAQX vs INDAX | |
| Matthews India Fund | 16.07% | — | Oct 2005 | MSAQX vs MINDX | |
| DFA Asia Pacific Small Company | 16.36% | — | Jan 1993 | MSAQX vs DFRSX | |
| T. Rowe Price Asia Opportunities Fund | 16.62% | — | May 2014 | MSAQX vs PAAOX |
Lowest Drawdown Alternatives to MSAQX
MSAQX has a 1-year max drawdown of -23.57%. There are 55 mutual funds in the Asia Pacific Equities category with shallower 1-year drawdowns, going as shallow as -8.65%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.65% | — | Dec 2018 | MSAQX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | MSAQX vs OBCHX | |
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | MSAQX vs IASMX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | MSAQX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | -10.80% | — | May 2008 | MSAQX vs FHKIX |
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 | -4.09% | — | Apr 1991 | MSAQX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 2.65% | — | Mar 1990 | MSAQX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -0.07% | — | Jan 2002 | MSAQX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 50 | 18.15% | — | Apr 2007 | MSAQX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 2.72% | — | Mar 1990 | MSAQX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 3 | -4.66% | — | Apr 2017 | MSAQX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | 0.07% | — | Jul 1997 | MSAQX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSAQX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 4 | -4.22% | — | Apr 1991 | MSAQX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | MSAQX vs MUIIX |
Often Compared With MSAQX
Investors most often compare MSAQX with EWJ, MGSEX, FIQPX. These 13 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