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 75 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MSEQX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | MSEQX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MSEQX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | MSEQX vs VIGAX |
Best Risk-Adjusted Alternatives to MSEQX
MSEQX has a PortfoliosLab risk / return rank of 5. There are 402 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | MSEQX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MSEQX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MSEQX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | MSEQX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MSEQX vs POGRX |
Top Performing MSEQX Alternatives (YTD)
MSEQX is at -1.20% YTD. There are 405 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | MSEQX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | MSEQX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | MSEQX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | MSEQX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | MSEQX vs FOKFX |
Lowest Volatility Alternatives to MSEQX
MSEQX has 27.99% 1-year volatility. There are 416 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | MSEQX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | MSEQX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | MSEQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | MSEQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | MSEQX vs AWYIX |
Lowest Drawdown Alternatives to MSEQX
MSEQX has a 1-year max drawdown of -27.73%. There are 416 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | MSEQX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MSEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MSEQX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MSEQX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MSEQX vs AQEIX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MACGX, CPOAX, EDD and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 6.63% | — | Mar 1990 | MSEQX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 6 | 4.60% | — | Jan 2002 | MSEQX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 15 | 3.21% | — | Apr 2007 | MSEQX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 6.71% | — | Mar 1990 | MSEQX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -1.13% | — | Apr 2017 | MSEQX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 6 | 4.72% | — | Jul 1997 | MSEQX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSEQX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.57% | — | Apr 2016 | MSEQX vs MUIIX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 5 | -1.30% | — | Apr 1991 | MSEQX vs MSEGX | |
| Morgan Stanley Global Permanence Portfolio | Global Equities | 1 | 2.41% | — | Apr 2019 | MSEQX vs MGKQX |
Often Compared With MSEQX
Investors most often compare MSEQX with VOO, SPY, DODGX. 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