Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio (MSFAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSFAX
MSFAX charges 0.92% annually. There are 106 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MSFAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MSFAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MSFAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MSFAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | MSFAX vs VTWAX |
Best Risk-Adjusted Alternatives to MSFAX
MSFAX has a PortfoliosLab risk / return rank of 0. There are 251 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | MSFAX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | MSFAX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | MSFAX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | MSFAX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | MSFAX vs EPSYX |
Top Performing MSFAX Alternatives (YTD)
MSFAX is at -5.83% YTD. There are 247 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | MSFAX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | MSFAX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | MSFAX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | MSFAX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | MSFAX vs PGVFX |
Lowest Volatility Alternatives to MSFAX
MSFAX has 17.75% 1-year volatility. There are 195 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | MSFAX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | MSFAX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | MSFAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | MSFAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | MSFAX vs SVTAX |
Lowest Drawdown Alternatives to MSFAX
MSFAX has a 1-year max drawdown of -29.20%. There are 248 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | MSFAX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | MSFAX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MSFAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MSFAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MSFAX vs SGMAX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 7 | -1.84% | — | Jun 1993 | MSFAX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | MSFAX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | MSFAX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | MSFAX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | MSFAX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | MSFAX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | MSFAX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | MSFAX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | MSFAX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | MSFAX vs TRRJX |
Often Compared With MSFAX
Investors most often compare MSFAX with SPY, IDV, MFWIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MSFAX with Any Fund or Stock
Compare MSFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSFAX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSFAX.
Explore MSFAX Diversifiers