Morgan Stanley Permanence Portfolio (MSHMX) 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 MSHMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSHMX
MSHMX charges 0.85% annually. There are 217 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 | MSHMX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MSHMX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MSHMX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MSHMX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MSHMX vs TILIX |
Best Risk-Adjusted Alternatives to MSHMX
MSHMX has a PortfoliosLab risk / return rank of 5. There are 384 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MSHMX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | MSHMX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | MSHMX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | MSHMX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | MSHMX vs CHAIX |
Top Performing MSHMX Alternatives (YTD)
MSHMX is at 3.76% YTD. There are 303 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 | MSHMX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | MSHMX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | MSHMX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | MSHMX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | MSHMX vs FUMIX |
Lowest Volatility Alternatives to MSHMX
MSHMX has 18.28% 1-year volatility. There are 314 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | MSHMX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | MSHMX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | MSHMX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | MSHMX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | MSHMX vs BLUEX |
Lowest Drawdown Alternatives to MSHMX
MSHMX has a 1-year max drawdown of -10.64%. There are 57 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 | MSHMX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MSHMX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MSHMX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MSHMX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MSHMX vs DNVYX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Growth Portfolio Class I | Large Cap Growth Equities | 6 | -1.22% | — | Apr 1991 | MSHMX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 3.86% | — | Mar 1990 | MSHMX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 6 | 2.76% | — | Jan 2002 | MSHMX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 32 | 14.80% | — | Apr 2007 | MSHMX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 4 | 3.98% | — | Mar 1990 | MSHMX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 5 | -1.66% | — | Apr 2017 | MSHMX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 6 | 2.89% | — | Jul 1997 | MSHMX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSHMX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.78% | — | Apr 2016 | MSHMX vs MUIIX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 6 | -1.33% | — | Apr 1991 | MSHMX vs MSEGX |
Often Compared With MSHMX
Investors most often compare MSHMX with CHASX, GQEPX, FOCKX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chase Growth Fund | Large Cap Growth Equities | 87 | 25.00% | — | Dec 1997 | MSHMX vs CHASX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 3.65% | — | Sep 2018 | MSHMX vs GQEPX | |
| Fidelity OTC Portfolio Class K | Large Cap Growth Equities | 88 | 25.77% | — | May 2008 | MSHMX vs FOCKX | |
| Fidelity Focused Stock Fund | Large Cap Growth Equities | 75 | 28.06% | — | Nov 1996 | MSHMX vs FTQGX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 79 | 23.31% | — | Jun 2019 | MSHMX vs FOKFX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 60 | 10.12% | — | Jun 2012 | MSHMX vs TVRIX | |
| Fidelity OTC Portfolio | Large Cap Growth Equities | 88 | 25.70% | — | Dec 1984 | MSHMX vs FOCPX | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 23 | 6.21% | 393.80B | Nov 2000 | MSHMX vs VIGAX | |
| Fidelity Growth Company K6 Fund | Large Cap Growth Equities | 80 | 22.84% | — | Jun 2019 | MSHMX vs FGKFX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 66 | 26.55% | — | Nov 2000 | MSHMX vs CTCAX |
Compare MSHMX with Any Fund or Stock
Compare MSHMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSHMX with funds that move differently
Morgan Stanley Permanence Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSHMX.
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