Morningstar U.S. Equity Fund (MSTQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MSTQX
MSTQX charges 0.85% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MSTQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | MSTQX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | MSTQX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | MSTQX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | MSTQX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | MSTQX vs SSEYX |
Best Risk-Adjusted Alternatives to MSTQX
Among mutual funds in the Large Cap Blend 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | MSTQX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | MSTQX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | MSTQX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | MSTQX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | MSTQX vs DHAMX |
Top Performing MSTQX Alternatives (YTD)
MSTQX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | MSTQX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | MSTQX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | MSTQX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | MSTQX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | MSTQX vs RCKSX |
Lowest Volatility Alternatives to MSTQX
MSTQX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | MSTQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | MSTQX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | MSTQX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | MSTQX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | MSTQX vs QUERX |
Lowest Drawdown Alternatives to MSTQX
MSTQX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | MSTQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | MSTQX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | MSTQX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | MSTQX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | MSTQX vs GQEIX |
Other Mutual Funds from Morningstar
Most popular Morningstar mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Morningstar Alternatives Fund | Multistrategy | 79 | 0.56% | Nov 1, 2018 | MSTQX vs MSTVX | |
| Morningstar Total Return Bond Fund | Intermediate Core Bond | 37 | -0.89% | Nov 2, 2018 | MSTQX vs MSTRX | |
| Morningstar International Equity Fund | Foreign Large Cap Equities | 22 | -1.79% | Nov 2, 2018 | MSTQX vs MSTFX | |
| Morningstar Global Income Fund | Global Allocation | 79 | 2.70% | Nov 1, 2018 | MSTQX vs MSTGX | |
| Morningstar Global Opportunistic Equity Fund | Global Allocation | 6 | -3.92% | Nov 1, 2018 | MSTQX vs MSTSX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 24 | -0.50% | Nov 1, 2018 | MSTQX vs MSTPX | |
| Morningstar Defensive Bond Fund | Short-Term Bond | 89 | -0.20% | Nov 2, 2018 | MSTQX vs MSTBX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 73 | -2.03% | Nov 1, 2018 | MSTQX vs MSTMX |
Often Compared With MSTQX
What investors most often compare with MSTQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Convertible Bond ETF | Preferred Stock/Convertible Bonds | 87 | 3.58% | Jun 2, 2015 | MSTQX vs ICVT | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MSTQX vs VOO | |
| MSCI Inc. | 35 | -5.68% | — | MSTQX vs MSCI | ||
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | MSTQX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | MSTQX vs VITPX |
Compare MSTQX with Any Fund or Stock
Compare MSTQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.