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 230 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | MSEGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | MSEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MSEGX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | MSEGX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | MSEGX vs VRGWX |
Best Risk-Adjusted Alternatives to MSEGX
MSEGX has a PortfoliosLab risk / return rank of 3. There are 403 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | MSEGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | MSEGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | MSEGX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | MSEGX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | MSEGX vs FZAPX |
Top Performing MSEGX Alternatives (YTD)
MSEGX is at -8.56% YTD. There are 416 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | MSEGX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | MSEGX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | MSEGX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | MSEGX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | MSEGX vs GTLLX |
Lowest Volatility Alternatives to MSEGX
MSEGX has 29.63% 1-year volatility. There are 410 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | MSEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | MSEGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | MSEGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | MSEGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | MSEGX vs GQEPX |
Lowest Drawdown Alternatives to MSEGX
MSEGX has a 1-year max drawdown of -27.83%. There are 412 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, EDD and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 3 | -8.42% | — | Apr 1991 | MSEGX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -0.24% | — | Mar 1990 | MSEGX vs MACGX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 51 | 16.37% | — | Apr 2007 | MSEGX vs EDD | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -5.91% | — | Jan 2002 | MSEGX vs CPOAX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -0.12% | — | Mar 1990 | MSEGX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 3 | -8.94% | — | Apr 2017 | MSEGX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -5.77% | — | 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 | 1.78% | — | Apr 2016 | MSEGX vs MUIIX | |
| Morgan Stanley China A Share Fund | China Equities, Asia Pacific Equities | 69 | 9.10% | — | Jul 2006 | MSEGX vs CAF |
Often Compared With MSEGX
Investors most often compare MSEGX with WSTAX, FDGFX, QQQM. These 20 comparison targets span 14 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