MSTQX Alternatives & Similar Mutual Funds

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 246 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	MSTQX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	MSTQX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	MSTQX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	MSTQX vs FLCPX
VSMPX	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 387 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	MSTQX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	MSTQX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	MSTQX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	MSTQX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	MSTQX vs POGSX

Top Performing MSTQX Alternatives (YTD)

MSTQX is at 7.20% YTD. There are 296 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	MSTQX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	MSTQX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	MSTQX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	MSTQX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	MSTQX vs IGIAX

Lowest Volatility Alternatives to MSTQX

MSTQX has 20.12% 1-year volatility. There are 388 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	MSTQX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	MSTQX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	MSTQX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	MSTQX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	MSTQX vs SILVX

Lowest Drawdown Alternatives to MSTQX

MSTQX has a 1-year max drawdown of -21.58%. There are 390 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	MSTQX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	MSTQX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	MSTQX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	MSTQX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	MSTQX vs AMFEX

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
MSTRX	Morningstar Total Return Bond Fund	Intermediate Core Bond	11	-0.93%	—	Nov 2018	MSTQX vs MSTRX
MSTVX	Morningstar Alternatives Fund	Multistrategy	87	1.98%	—	Nov 2018	MSTQX vs MSTVX
MSTFX	Morningstar International Equity Fund	Foreign Large Cap Equities	27	13.40%	—	Nov 2018	MSTQX vs MSTFX
MSTMX	Morningstar Multisector Bond Fund	Multisector Bonds	44	1.39%	—	Nov 2018	MSTQX vs MSTMX
MSTGX	Morningstar Global Income Fund	Global Allocation	83	7.57%	—	Nov 2018	MSTQX vs MSTGX
MSTSX	Morningstar Global Opportunistic Equity Fund	Global Allocation	12	10.66%	—	Nov 2018	MSTQX vs MSTSX
MSTPX	Morningstar Municipal Bond Fund	Municipal Bonds	69	0.42%	—	Nov 2018	MSTQX vs MSTPX
MSTBX	Morningstar Defensive Bond Fund	Short-Term Bond	31	0.13%	—	Nov 2018	MSTQX vs MSTBX

Often Compared With MSTQX

Investors most often compare MSTQX with ICVT, VOO, MSCI. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ICVT	iShares Convertible Bond ETF	Convertible Bonds	60	15.73%	7.19B	Jun 2015	MSTQX vs ICVT
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	MSTQX vs VOO
MSCI	MSCI Inc.		47	0.50%	—	—	MSTQX vs MSCI
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	MSTQX vs ORDNX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	MSTQX vs FTRIX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	MSTQX vs GQEIX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	MSTQX vs FNSTX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	MSTQX vs VITPX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	MSTQX vs VPMAX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	MSTQX vs DFIEX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	MSTQX vs NWAUX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	MSTQX vs SSEYX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	11.16%	—	Dec 2012	MSTQX vs FGLGX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	MSTQX vs SGOIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	MSTQX vs DHAMX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	59	11.61%	—	Nov 1988	MSTQX vs MUHLX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	MSTQX vs PAGRX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	MSTQX vs SSSYX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.75%	—	Mar 2019	MSTQX vs TANDX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	6.76%	—	Jan 1990	MSTQX vs PAGDX

Compare MSTQX with Any Fund or Stock

Compare MSTQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Morningstar U.S. Equity Fund (MSTQX) Alternatives