Morgan Stanley Institutional Fund Inception Portfolio Class C (MSCOX) belongs to the Small 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 MSCOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSCOX
MSCOX charges 2.10% annually. There are 167 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | MSCOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | MSCOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | MSCOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MSCOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MSCOX vs VISGX |
Best Risk-Adjusted Alternatives to MSCOX
MSCOX has a PortfoliosLab risk / return rank of 4. There are 145 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | MSCOX vs NESIX | |
| Needham Small Cap Growth Fund | 94 | — | May 2002 | MSCOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | MSCOX vs NEAIX | |
| Needham Aggressive Growth Fund | 92 | — | Sep 2001 | MSCOX vs NEAGX | |
| Oberweis Micro Cap Fund | 89 | — | Dec 1995 | MSCOX vs OBMCX |
Top Performing MSCOX Alternatives (YTD)
MSCOX is at 6.15% YTD. There are 141 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 81.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 81.20% | — | Dec 2016 | MSCOX vs NESIX | |
| Needham Small Cap Growth Fund | 80.74% | — | May 2002 | MSCOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 58.47% | — | Dec 2016 | MSCOX vs NEAIX | |
| Needham Aggressive Growth Fund | 58.22% | — | Sep 2001 | MSCOX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.53% | — | Dec 1995 | MSCOX vs OBMCX |
Lowest Volatility Alternatives to MSCOX
MSCOX has 29.96% 1-year volatility. There are 163 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.21% | — | Nov 1995 | MSCOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.10% | — | Jul 2011 | MSCOX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 15.99% | — | Jan 1997 | MSCOX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.00% | — | Sep 1988 | MSCOX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.00% | — | Jul 1999 | MSCOX vs NBGIX |
Lowest Drawdown Alternatives to MSCOX
MSCOX has a 1-year max drawdown of -33.16%. There are 164 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | MSCOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MSCOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MSCOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | MSCOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | MSCOX vs RFIMX |
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 | MSCOX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 4.28% | — | Mar 1990 | MSCOX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 6 | 1.91% | — | Jan 2002 | MSCOX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 14 | 2.46% | — | Apr 2007 | MSCOX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 4.35% | — | Mar 1990 | MSCOX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -3.69% | — | Apr 2017 | MSCOX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 6 | 2.03% | — | Jul 1997 | MSCOX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSCOX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.57% | — | Apr 2016 | MSCOX vs MUIIX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 5 | -3.45% | — | Apr 1991 | MSCOX vs MSEGX |
Often Compared With MSCOX
Investors most often compare MSCOX with HRSMX, JANIX, JGMNX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 86 | 37.13% | — | Jan 2003 | MSCOX vs HRSMX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 39 | 12.40% | — | Feb 2005 | MSCOX vs JANIX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 39 | 12.46% | — | May 2012 | MSCOX vs JGMNX | |
| Morgan Stanley Global Permanence Portfolio | Global Equities | 1 | 1.99% | — | Apr 2019 | MSCOX vs MGKQX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 38 | 12.34% | — | Feb 2005 | MSCOX vs JATTX |
Compare MSCOX with Any Fund or Stock
Compare MSCOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSCOX with funds that move differently
Morgan Stanley Institutional Fund Inception Portfolio Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSCOX.
Explore MSCOX Diversifiers