iMGP Equity Fund (MSEFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MSEFX
MSEFX charges 0.98% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MSEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | MSEFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | MSEFX vs SSSYX |
Best Risk-Adjusted Alternatives to MSEFX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | MSEFX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | MSEFX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | MSEFX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | MSEFX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | MSEFX vs DHAMX |
Top Performing MSEFX Alternatives (YTD)
MSEFX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | MSEFX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | MSEFX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | MSEFX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | MSEFX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | MSEFX vs RCKSX |
Lowest Volatility Alternatives to MSEFX
MSEFX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | MSEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | MSEFX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | MSEFX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | MSEFX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | MSEFX vs QUERX |
Lowest Drawdown Alternatives to MSEFX
MSEFX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | MSEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | MSEFX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | MSEFX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | MSEFX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | MSEFX vs GQEIX |
Other Mutual Funds from iM Global Partner Fund Management
Most popular iM Global Partner Fund Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iMGP Dolan McEniry Corporate Bond Fund | Corporate Bonds | 80 | -1.63% | Sep 28, 2018 | MSEFX vs IDMIX | |
| iMGP High Income Alternatives Fund | Nontraditional Bonds | 87 | -0.43% | Sep 27, 2018 | MSEFX vs MAHIX | |
| iMGP SBH Focused Small Value Fund | Small Cap Value Equities | 9 | -6.21% | Jul 30, 2020 | MSEFX vs PFSVX | |
| iMGP International Fund | Foreign Large Cap Equities | 39 | -6.85% | Dec 1, 1997 | MSEFX vs MSILX |
Often Compared With MSEFX
What investors most often compare with MSEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | MSEFX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | MSEFX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | MSEFX vs VITPX |
Compare MSEFX with Any Fund or Stock
Compare MSEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.