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 a closer substitute for your current allocation.
Cheapest Alternatives to MSEQX
MSEQX charges 0.56% annually. There are 73 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 | MSEQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MSEQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MSEQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MSEQX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | MSEQX vs VRGWX |
Best Risk-Adjusted Alternatives to MSEQX
MSEQX has a PortfoliosLab risk / return rank of 4. There are 392 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | MSEQX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | MSEQX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MSEQX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | MSEQX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | MSEQX vs FOCKX |
Top Performing MSEQX Alternatives (YTD)
MSEQX is at -4.09% YTD. There are 404 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | MSEQX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | MSEQX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | MSEQX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | MSEQX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | MSEQX vs FUMIX |
Lowest Volatility Alternatives to MSEQX
MSEQX has 29.29% 1-year volatility. There are 408 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | MSEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | MSEQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | MSEQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MSEQX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | MSEQX vs GQEPX |
Lowest Drawdown Alternatives to MSEQX
MSEQX has a 1-year max drawdown of -27.73%. There are 408 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 | MSEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MSEQX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MSEQX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MSEQX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MSEQX vs DNVYX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MACGX, CPOAX, EDD and span 7 categories.
Often Compared With MSEQX
Investors most often compare MSEQX with VOO, SPY, FBGX. These 20 comparison targets span 12 categories, 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.
Pair MSEQX with funds that move differently
Morgan Stanley Growth Portfolio Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSEQX.
Explore MSEQX Diversifiers