Morningstar U.S. Equity Fund (MSTQX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSTQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSTQX
MSTQX charges 0.85% annually. There are 254 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MSTQX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MSTQX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MSTQX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MSTQX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | MSTQX vs VSMPX |
Best Risk-Adjusted Alternatives to MSTQX
MSTQX has a PortfoliosLab risk / return rank of 2. There are 393 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MSTQX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | MSTQX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MSTQX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | MSTQX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MSTQX vs GTLOX |
Top Performing MSTQX Alternatives (YTD)
MSTQX is at 7.28% YTD. There are 330 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | MSTQX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | MSTQX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | MSTQX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | MSTQX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | MSTQX vs RESGX |
Lowest Volatility Alternatives to MSTQX
MSTQX has 20.16% 1-year volatility. There are 396 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MSTQX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MSTQX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MSTQX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MSTQX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MSTQX vs JEPIX |
Lowest Drawdown Alternatives to MSTQX
MSTQX has a 1-year max drawdown of -21.58%. There are 398 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MSTQX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MSTQX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MSTQX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MSTQX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MSTQX vs QUERX |
Other Mutual Funds from Morningstar
The 8 most viewed Morningstar mutual funds shown here include MSTRX, MSTVX, MSTFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morningstar Total Return Bond Fund | Intermediate Core Bond | 11 | -0.48% | — | Nov 2018 | MSTQX vs MSTRX | |
| Morningstar Alternatives Fund | Multistrategy | 80 | 1.69% | — | Nov 2018 | MSTQX vs MSTVX | |
| Morningstar International Equity Fund | Foreign Large Cap Equities | 16 | 11.62% | — | Nov 2018 | MSTQX vs MSTFX | |
| Morningstar Global Income Fund | Global Allocation | 65 | 6.54% | — | Nov 2018 | MSTQX vs MSTGX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 45 | 1.94% | — | Nov 2018 | MSTQX vs MSTMX | |
| Morningstar Defensive Bond Fund | Short-Term Bond | 25 | -0.07% | — | Nov 2018 | MSTQX vs MSTBX | |
| Morningstar Global Opportunistic Equity Fund | Global Allocation | 7 | 8.74% | — | Nov 2018 | MSTQX vs MSTSX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 77 | 1.44% | — | Nov 2018 | MSTQX vs MSTPX |
Often Compared With MSTQX
Investors most often compare MSTQX with ICVT, VOO, MSCI. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MSTQX with Any Fund or Stock
Compare MSTQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSTQX with funds that move differently
Morningstar U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSTQX.
Explore MSTQX Diversifiers