Morgan Stanley Institutional Fund, Inc. Inception Portfolio (MSSGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MSSGX
MSSGX charges 1.04% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among MSSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | MSSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | MSSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | MSSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | MSSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | MSSGX vs VISGX |
Best Risk-Adjusted Alternatives to MSSGX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | MSSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | MSSGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | MSSGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | MSSGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | MSSGX vs HRSMX |
Top Performing MSSGX Alternatives (YTD)
MSSGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | MSSGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | MSSGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | MSSGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | MSSGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | MSSGX vs OBMCX |
Lowest Volatility Alternatives to MSSGX
MSSGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | MSSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | MSSGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | MSSGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | MSSGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | MSSGX vs ETEGX |
Lowest Drawdown Alternatives to MSSGX
MSSGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | MSSGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | MSSGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | MSSGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | MSSGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | MSSGX vs CTSIX |
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Often Compared With MSSGX
What investors most often compare with MSSGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | MSSGX vs QQQ | |
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50 | -20.81% | Feb 9, 2010 | MSSGX vs TQQQ | |
| MSC Income Fund, Inc. | 20 | -4.49% | — | MSSGX vs MSIF | ||
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | MSSGX vs FCNTX | |
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | MSSGX vs PIMIX | |
| S&P 500 Index | 74 | -4.63% | — | MSSGX vs ^GSPC | ||
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | MSSGX vs PNSAX |
Compare MSSGX with Any Fund or Stock
Compare MSSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.