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 239 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 | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 34.70B | May 2001 | MSIGX vs VITPX |
Best Risk-Adjusted Alternatives to MSIGX
MSIGX has a PortfoliosLab risk / return rank of 34. There are 288 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | MSIGX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | MSIGX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | MSIGX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MSIGX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | MSIGX vs POGSX |
Top Performing MSIGX Alternatives (YTD)
MSIGX is at 6.19% YTD. There are 324 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | MSIGX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | MSIGX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | MSIGX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | MSIGX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | MSIGX vs IGIAX |
Lowest Volatility Alternatives to MSIGX
MSIGX has 13.27% 1-year volatility. There are 246 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MSIGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | MSIGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | MSIGX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | MSIGX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | MSIGX vs SILVX |
Lowest Drawdown Alternatives to MSIGX
MSIGX has a 1-year max drawdown of -10.96%. There are 320 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MSIGX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | MSIGX vs AMFEX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | MSIGX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | MSIGX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | MSIGX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | MSIGX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | MSIGX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | MSIGX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | MSIGX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | MSIGX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | MSIGX vs VADDX | |
| Invesco Global Fund | Global Equities | 14 | 1.82% | — | Dec 1969 | MSIGX vs OPPAX |
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