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 136 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MSJIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MSJIX vs GMGEX | |
| 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% | 95.30B | 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 35. There are 132 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | MSJIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | MSJIX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | MSJIX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MSJIX vs JGYIX | |
| Polaris Global Value Fund | 91 | — | May 1998 | MSJIX vs PGVFX |
Top Performing MSJIX Alternatives (YTD)
MSJIX is at 13.55% YTD. There are 56 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | MSJIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | MSJIX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | MSJIX vs LVAGX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | MSJIX vs YFSNX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | MSJIX vs AGLOX |
Lowest Volatility Alternatives to MSJIX
MSJIX has 20.44% 1-year volatility. There are 229 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | MSJIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | MSJIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | MSJIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | MSJIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | MSJIX vs SGMAX |
Lowest Drawdown Alternatives to MSJIX
MSJIX has a 1-year max drawdown of -10.91%. There are 138 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MSJIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MSJIX vs CSUAX |
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 | 4 | -5.26% | — | Apr 1991 | MSJIX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.02% | — | Mar 1990 | MSJIX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -1.62% | — | Jan 2002 | MSJIX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 40 | 15.59% | — | Apr 2007 | MSJIX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | 1.18% | — | Mar 1990 | MSJIX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 4 | -5.79% | — | Apr 2017 | MSJIX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -1.49% | — | Jul 1997 | MSJIX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSJIX vs DINDX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 4 | -5.39% | — | Apr 1991 | MSJIX vs MSEGX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 1.78% | — | Apr 2016 | MSJIX vs MUIIX |
Often Compared With MSJIX
Investors most often compare MSJIX with EISMX, GENIX, MGKQX. These 20 comparison targets span 3 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