Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) belongs to the Small 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 MSSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSSGX
MSSGX charges 1.04% annually. There are 73 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | MSSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | MSSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | MSSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MSSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MSSGX vs VISGX |
Best Risk-Adjusted Alternatives to MSSGX
MSSGX has a PortfoliosLab risk / return rank of 4. There are 153 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | MSSGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | MSSGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | MSSGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | MSSGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | MSSGX vs OBMCX |
Top Performing MSSGX Alternatives (YTD)
MSSGX is at 6.55% YTD. There are 143 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | MSSGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | MSSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | MSSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | MSSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | MSSGX vs OBMCX |
Lowest Volatility Alternatives to MSSGX
MSSGX has 30.70% 1-year volatility. There are 160 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | MSSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | MSSGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | MSSGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | MSSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | MSSGX vs NBGIX |
Lowest Drawdown Alternatives to MSSGX
MSSGX has a 1-year max drawdown of -32.84%. There are 162 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | MSSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MSSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MSSGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | MSSGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | MSSGX vs RFIMX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 11 | 2.13% | — | Jun 1993 | MSSGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.41% | — | Jun 1986 | MSSGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 68 | 10.30% | — | Dec 1992 | MSSGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 65 | 11.48% | — | Nov 1994 | MSSGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 2.21% | — | — | MSSGX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.33% | — | Sep 1985 | MSSGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 67 | 11.19% | — | Mar 1990 | MSSGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.93% | — | Oct 2001 | MSSGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 25.22% | — | Sep 1987 | MSSGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 9.07% | — | Feb 2004 | MSSGX vs TRRJX |
Often Compared With MSSGX
Investors most often compare MSSGX with MSIF, TQQQ, QQQ. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MSSGX with Any Fund or Stock
Compare MSSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSSGX with funds that move differently
Morgan Stanley Institutional Fund, Inc. Inception Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSSGX.
Explore MSSGX Diversifiers