Invesco Main Street Fund (MSIGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSIGX
MSIGX charges 0.82% annually. There are 243 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MSIGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MSIGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MSIGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MSIGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MSIGX vs SSSYX |
Best Risk-Adjusted Alternatives to MSIGX
MSIGX has a PortfoliosLab risk / return rank of 36. There are 302 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MSIGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MSIGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MSIGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MSIGX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MSIGX vs IGIAX |
Top Performing MSIGX Alternatives (YTD)
MSIGX is at 5.31% YTD. There are 324 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MSIGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MSIGX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MSIGX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MSIGX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MSIGX vs FLVCX |
Lowest Volatility Alternatives to MSIGX
MSIGX has 12.89% 1-year volatility. There are 245 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MSIGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MSIGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MSIGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MSIGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MSIGX vs FSUVX |
Lowest Drawdown Alternatives to MSIGX
MSIGX has a 1-year max drawdown of -10.96%. There are 321 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MSIGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MSIGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MSIGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MSIGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MSIGX vs QUERX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | MSIGX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | MSIGX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | MSIGX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | MSIGX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | MSIGX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | MSIGX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | MSIGX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | MSIGX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | MSIGX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 44 | 10.27% | — | Jul 1997 | MSIGX vs VADDX |
Often Compared With MSIGX
Investors most often compare MSIGX with VOO, SPY, QQQ. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare MSIGX with Any Fund or Stock
Compare MSIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSIGX with funds that move differently
Invesco Main Street Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSIGX.
Explore MSIGX Diversifiers