Morgan Stanley Institutional Growth Portfolio (MSEGX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to MSEGX

MSEGX charges 0.87% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MSEGX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	MSEGX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	MSEGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	MSEGX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	MSEGX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	MSEGX vs TILIX

Best Risk-Adjusted Alternatives to MSEGX

Among mutual funds in the Large Cap Growth 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
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	MSEGX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	MSEGX vs VTMGX
ONERX	One Rock Fund	87	Mar 6, 2020	MSEGX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	MSEGX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	MSEGX vs BPTRX

Top Performing MSEGX Alternatives (YTD)

MSEGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.54%	Sep 28, 2018	MSEGX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	MSEGX vs VTMGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	MSEGX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	MSEGX vs EFCNX
MINIX	MFS International Intrinsic Value Fund Class I	-0.23%	—	MSEGX vs MINIX

Lowest Volatility Alternatives to MSEGX

MSEGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	MSEGX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	MSEGX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	MSEGX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	MSEGX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	MSEGX vs PROVX

Lowest Drawdown Alternatives to MSEGX

MSEGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	MSEGX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	MSEGX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	MSEGX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	MSEGX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	MSEGX vs BBLIX

Other Mutual Funds from Morgan Stanley

Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
MSEQX	Morgan Stanley Growth Portfolio Class I	Large Cap Growth Equities	19	-15.37%	Apr 2, 1991	MSEGX vs MSEQX
MACGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	11	-11.39%	Mar 30, 1990	MSEGX vs MACGX
CPOAX	Morgan Stanley Insight A	Large Cap Growth Equities	10	-17.61%	Jan 29, 2002	MSEGX vs CPOAX
EDD	Morgan Stanley Emerging Markets Domestic Fund	Emerging Markets Bonds	54	-3.98%	Apr 24, 2007	MSEGX vs EDD
MPEGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	7	-15.37%	Mar 30, 1990	MSEGX vs MPEGX
MEGIX	Morgan Stanley Growth Portfolio	Large Cap Growth Equities	12	-19.20%	Apr 30, 2017	MSEGX vs MEGIX
CPODX	Morgan Stanley Insight Fund	Large Cap Growth Equities	10	-17.56%	Jul 28, 1997	MSEGX vs CPODX
DINDX	Morgan Stanley Global Fixed Income Opportunities F...	Multisector Bonds	—	—	Jul 27, 1997	MSEGX vs DINDX
MGKQX	Morgan Stanley Global Permanence Portfolio	Global Equities	3	-6.72%	Apr 29, 2019	MSEGX vs MGKQX
TEMUX	Morgan Stanley Pathway Funds Emerging Markets Equi...	Emerging Markets Diversified	84	0.68%	Apr 19, 1994	MSEGX vs TEMUX

Often Compared With MSEGX

What investors most often compare with MSEGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	59	-4.35%	Nov 13, 2000	MSEGX vs VFIAX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	85	-0.09%	Apr 27, 1993	MSEGX vs FDGFX
QQQM	Invesco NASDAQ 100 ETF	Large Cap Growth Equities	66	-4.75%	Oct 13, 2020	MSEGX vs QQQM
PRMTX	T. Rowe Price Communications & Technology Fund	Communications Equities	83	-7.10%	Oct 12, 1993	MSEGX vs PRMTX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	69	-2.43%	Nov 13, 2000	MSEGX vs VBIAX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	69	3.81%	Feb 7, 2019	MSEGX vs VHYAX
WSTAX	Nomura Science and Technology Fund Class A	Technology Equities	74	-6.53%	—	MSEGX vs WSTAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	MSEGX vs SPY
LCEAX	Invesco Diversified Dividend Fund	Large Cap Value Equities	46	-1.63%	Dec 31, 2001	MSEGX vs LCEAX
FXAIX	Fidelity 500 Index Fund	S&P 500	60	-4.34%	Feb 17, 1988	MSEGX vs FXAIX
TLGUX	Morgan Stanley Pathway Funds Large Cap Equity Fund	Large Cap Blend Equities	—	—	Nov 18, 1991	MSEGX vs TLGUX
MDOEX	Morgan Stanley Developing Opportunity Portfolio	Emerging Markets Diversified	2	-12.89%	Feb 13, 2020	MSEGX vs MDOEX
CAF	Morgan Stanley China A Share Fund	China Equities	89	0.81%	Jul 6, 2006	MSEGX vs CAF
FCNKX	Fidelity Contrafund Fund	Large Cap Growth Equities	58	-5.37%	—	MSEGX vs FCNKX
MEMEX	Morgan Stanley Emerging Markets Equity Portfolio	Emerging Markets Diversified	82	-0.28%	Apr 30, 2017	MSEGX vs MEMEX
MSAQX	Morgan Stanley Institutional Fund, Inc. Asia Oppor...	Asia Pacific Equities	1	-11.91%	Dec 28, 2015	MSEGX vs MSAQX
MSYIX	Morgan Stanley Institutional Fund Trust High Yield...	High Yield Bonds	—	—	Feb 7, 2012	MSEGX vs MSYIX
MUIIX	Morgan Stanley Institutional Fund Trust Ultra-Shor...	Ultrashort Bond	100	0.52%	Apr 28, 2016	MSEGX vs MUIIX
TALTX	Morgan Stanley Pathway Funds Alternative Strategie...	Multistrategy	49	0.75%	Feb 14, 2018	MSEGX vs TALTX
TSDUX	Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed...	Ultrashort Bond	96	0.56%	Mar 8, 2016	MSEGX vs TSDUX

Compare MSEGX with Any Fund or Stock

Compare MSEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Morgan Stanley Institutional Growth Portfolio

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