Morgan Stanley Growth Portfolio Class I (MSEQX) Alternatives
Morgan Stanley Growth Portfolio Class I (MSEQX) 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 MSEQX. 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 MSEQX
MSEQX charges 0.56% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MSEQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | MSEQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | MSEQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | MSEQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | MSEQX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | MSEQX vs TILIX |
Best Risk-Adjusted Alternatives to MSEQX
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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | MSEQX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | MSEQX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | MSEQX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | MSEQX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | MSEQX vs VTMGX |
Top Performing MSEQX Alternatives (YTD)
MSEQX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | MSEQX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | MSEQX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | MSEQX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | MSEQX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | MSEQX vs AMRGX |
Lowest Volatility Alternatives to MSEQX
MSEQX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | MSEQX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | MSEQX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | MSEQX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | MSEQX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | MSEQX vs PROVX |
Lowest Drawdown Alternatives to MSEQX
MSEQX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | MSEQX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | MSEQX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | MSEQX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | MSEQX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | MSEQX vs BBLIX |
Other Mutual Funds from Morgan Stanley
Most popular Morgan Stanley mutual funds on PortfoliosLab, across asset classes.
Often Compared With MSEQX
What investors most often compare with MSEQX, based on PortfoliosLab usage data.
Compare MSEQX with Any Fund or Stock
Compare MSEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.