Morgan Stanley Institutional Inception Fund Class A (MSSMX) 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 MSSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSSMX
MSSMX charges 1.35% annually. There are 133 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 | MSSMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | MSSMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | MSSMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MSSMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MSSMX vs VISGX |
Best Risk-Adjusted Alternatives to MSSMX
MSSMX has a PortfoliosLab risk / return rank of 4. There are 148 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | MSSMX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | MSSMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | MSSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | MSSMX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | MSSMX vs OBMCX |
Top Performing MSSMX Alternatives (YTD)
MSSMX is at 4.06% YTD. There are 151 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | MSSMX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | MSSMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | MSSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | MSSMX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | MSSMX vs OBMCX |
Lowest Volatility Alternatives to MSSMX
MSSMX has 30.70% 1-year volatility. There are 161 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | MSSMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | MSSMX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | MSSMX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | MSSMX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | MSSMX vs NBGIX |
Lowest Drawdown Alternatives to MSSMX
MSSMX has a 1-year max drawdown of -32.92%. There are 163 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 | MSSMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MSSMX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MSSMX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | MSSMX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | MSSMX vs RFIMX |
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 | -6.22% | — | Apr 1991 | MSSMX vs MSEQX | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 2 | -0.60% | — | Mar 1990 | MSSMX vs MACGX | |
| Morgan Stanley Insight A | Large Cap Growth Equities | 4 | -1.64% | — | Jan 2002 | MSSMX vs CPOAX | |
| Morgan Stanley Emerging Markets Domestic Fund | Emerging Markets Bonds | 24 | 8.33% | — | Apr 2007 | MSSMX vs EDD | |
| Morgan Stanley Institutional Fund Trust Discovery ... | Mid Cap Growth Equities | 3 | -0.49% | — | Mar 1990 | MSSMX vs MPEGX | |
| Morgan Stanley Growth Portfolio | Large Cap Growth Equities | 3 | -6.66% | — | Apr 2017 | MSSMX vs MEGIX | |
| Morgan Stanley Insight Fund | Large Cap Growth Equities | 4 | -1.51% | — | Jul 1997 | MSSMX vs CPODX | |
| Morgan Stanley Global Fixed Income Opportunities F... | Multisector Bonds | — | — | — | Jul 1997 | MSSMX vs DINDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 99 | 1.47% | — | Apr 2016 | MSSMX vs MUIIX | |
| Morgan Stanley Institutional Growth Portfolio | Large Cap Growth Equities | 3 | -6.33% | — | Apr 1991 | MSSMX vs MSEGX |
Often Compared With MSSMX
Investors most often compare MSSMX with JGMNX, JANIX, MGKQX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 41 | 13.86% | — | May 2012 | MSSMX vs JGMNX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 40 | 13.76% | — | Feb 2005 | MSSMX vs JANIX | |
| Morgan Stanley Global Permanence Portfolio | Global Equities | 1 | -0.91% | — | Apr 2019 | MSSMX vs MGKQX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.43% | — | Jan 2003 | MSSMX vs HRSMX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 40 | 13.70% | — | Feb 2005 | MSSMX vs JATTX |
Compare MSSMX with Any Fund or Stock
Compare MSSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSSMX with funds that move differently
Morgan Stanley Institutional Inception Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSSMX.
Explore MSSMX Diversifiers