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 222 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.70B | Dec 2017 | MSHMX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MSHMX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | MSHMX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | MSHMX vs TILIX |
Best Risk-Adjusted Alternatives to MSHMX
MSHMX has a PortfoliosLab risk / return rank of 6. There are 327 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 89 | — | Feb 1969 | MSHMX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 84 | 96.10B | Nov 1984 | MSHMX vs VPMCX | |
| Chase Growth Fund Institutional Class | 77 | — | Jan 2007 | MSHMX vs CHAIX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 77 | — | May 2008 | MSHMX vs FSSKX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 76 | 32.70B | Nov 2001 | MSHMX vs VHCAX |
Top Performing MSHMX Alternatives (YTD)
MSHMX is at 3.38% YTD. There are 161 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 25.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 25.42% | — | Oct 2002 | MSHMX vs IOLZX | |
| Chase Growth Fund | 19.37% | — | Dec 1997 | MSHMX vs CHASX | |
| Chase Growth Fund Institutional Class | 19.29% | — | Jan 2007 | MSHMX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 17.40% | — | Feb 2004 | MSHMX vs GTLLX | |
| Vanguard PRIMECAP Fund Investor Shares | 17.18% | 96.10B | Nov 1984 | MSHMX vs VPMCX |
Lowest Volatility Alternatives to MSHMX
MSHMX has 18.59% 1-year volatility. There are 298 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.78% | — | Sep 2019 | MSHMX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.92% | — | Jan 2005 | MSHMX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | MSHMX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.32% | — | Dec 2015 | MSHMX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | MSHMX vs GQEPX |
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, EDD and span 5 categories.
Often Compared With MSHMX
Investors most often compare MSHMX with BLUEX, FOCKX, ONERX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
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.
Explore MSHMX Diversifiers