Morgan Stanley Institutional Growth Portfolio (MSEGX) belongs to the Large 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 MSEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSEGX
MSEGX charges 0.87% annually. There are 228 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MSEGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MSEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MSEGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MSEGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MSEGX vs VIGAX |
Best Risk-Adjusted Alternatives to MSEGX
MSEGX has a PortfoliosLab risk / return rank of 3. There are 394 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | MSEGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | MSEGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | MSEGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | MSEGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | MSEGX vs FOCPX |
Top Performing MSEGX Alternatives (YTD)
MSEGX is at -8.03% YTD. There are 406 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | MSEGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | MSEGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | MSEGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | MSEGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | MSEGX vs POGRX |
Lowest Volatility Alternatives to MSEGX
MSEGX has 29.30% 1-year volatility. There are 409 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | MSEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | MSEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | MSEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MSEGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | MSEGX vs GQEPX |
Lowest Drawdown Alternatives to MSEGX
MSEGX has a 1-year max drawdown of -27.83%. There are 411 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MSEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MSEGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MSEGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MSEGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MSEGX vs DNVYX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 3 | -7.94% | — | Apr 1991 | MSEGX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -1.69% | — | Mar 1990 | MSEGX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -3.37% | — | Jan 2002 | MSEGX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 22 | 7.76% | — | Apr 2007 | MSEGX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -1.63% | — | Mar 1990 | MSEGX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 3 | -8.40% | — | Apr 2017 | MSEGX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -3.24% | — | Jul 1997 | MSEGX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSEGX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.47% | — | Apr 2016 | MSEGX vs MUIIX | |
| Morgan Stanley Global Permanence Portfolio | Global Equities | 1 | -2.99% | — | Apr 2019 | MSEGX vs MGKQX |
Often Compared With MSEGX
Investors most often compare MSEGX with WSTAX, QQQM, FDGFX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare MSEGX with Any Fund or Stock
Compare MSEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSEGX with funds that move differently
Morgan Stanley Institutional Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSEGX.
Explore MSEGX Diversifiers