Morgan Stanley Global Endurance Portfolio (MSJIX) 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 MSJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSJIX
MSJIX charges 1.00% annually. There are 138 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 | MSJIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MSJIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MSJIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | MSJIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MSJIX vs UCEQX |
Best Risk-Adjusted Alternatives to MSJIX
MSJIX has a PortfoliosLab risk / return rank of 36. There are 143 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 | MSJIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | MSJIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | MSJIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | MSJIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | MSJIX vs EPSYX |
Top Performing MSJIX Alternatives (YTD)
MSJIX is at 9.35% YTD. There are 150 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 | MSJIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | MSJIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | MSJIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | MSJIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | MSJIX vs PGVFX |
Lowest Volatility Alternatives to MSJIX
MSJIX has 20.86% 1-year volatility. There are 233 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 | MSJIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | MSJIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | MSJIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | MSJIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | MSJIX vs SVTAX |
Lowest Drawdown Alternatives to MSJIX
MSJIX has a 1-year max drawdown of -10.91%. There are 136 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 | MSJIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | MSJIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MSJIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MSJIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MSJIX vs SGMAX |
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 MSJIX
Investors most often compare MSJIX with GENIX, EISMX, MFWIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MSJIX with Any Fund or Stock
Compare MSJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSJIX with funds that move differently
Morgan Stanley Global Endurance Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSJIX.
Explore MSJIX Diversifiers