iMGP Equity Fund (MSEFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSEFX
MSEFX charges 0.98% annually. There are 302 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MSEFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MSEFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MSEFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MSEFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MSEFX vs SSSYX |
Best Risk-Adjusted Alternatives to MSEFX
MSEFX has a PortfoliosLab risk / return rank of 7. There are 378 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MSEFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | MSEFX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MSEFX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | MSEFX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MSEFX vs GTLOX |
Top Performing MSEFX Alternatives (YTD)
MSEFX is at 2.54% YTD. There are 376 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | MSEFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | MSEFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | MSEFX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | MSEFX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | MSEFX vs RESGX |
Lowest Volatility Alternatives to MSEFX
MSEFX has 11.60% 1-year volatility. There are 59 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MSEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MSEFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MSEFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MSEFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MSEFX vs JEPIX |
Lowest Drawdown Alternatives to MSEFX
MSEFX has a 1-year max drawdown of -10.52%. There are 301 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MSEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MSEFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MSEFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MSEFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MSEFX vs QUERX |
Other Mutual Funds from iM Global Partner Fund Management
The 4 most viewed iM Global Partner Fund Management mutual funds shown here include IDMIX, MAHIX, PFSVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iMGP Dolan McEniry Corporate Bond Fund | Corporate Bonds | 30 | -0.05% | — | Sep 2018 | MSEFX vs IDMIX | |
| iMGP High Income Alternatives Fund | Nontraditional Bonds | 95 | 2.31% | — | Sep 2018 | MSEFX vs MAHIX | |
| iMGP SBH Focused Small Value Fund | Small Cap Value Equities | 14 | 12.20% | — | Jul 2020 | MSEFX vs PFSVX | |
| iMGP International Fund | Foreign Large Cap Equities | 21 | 7.75% | — | Dec 1997 | MSEFX vs MSILX |
Often Compared With MSEFX
Investors most often compare MSEFX with FNSTX, FEQHX, FGJEX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MSEFX with Any Fund or Stock
Compare MSEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSEFX with funds that move differently
iMGP Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSEFX.
Explore MSEFX Diversifiers