Morningstar Global Opportunistic Equity Fund (MSTSX) Alternatives
Morningstar Global Opportunistic Equity Fund (MSTSX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSTSX. 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 MSTSX
MSTSX charges 0.78% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among MSTSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | MSTSX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | MSTSX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | MSTSX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | MSTSX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | MSTSX vs JNSMX |
Best Risk-Adjusted Alternatives to MSTSX
Among mutual funds in the Global Allocation 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | MSTSX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | MSTSX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | MSTSX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | MSTSX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | MSTSX vs GIMFX |
Top Performing MSTSX Alternatives (YTD)
MSTSX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | MSTSX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | MSTSX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | MSTSX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | MSTSX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | MSTSX vs PDRDX |
Lowest Volatility Alternatives to MSTSX
MSTSX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | MSTSX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | MSTSX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | MSTSX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | MSTSX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | MSTSX vs NRIIX |
Lowest Drawdown Alternatives to MSTSX
MSTSX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | MSTSX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | MSTSX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | MSTSX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | MSTSX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | MSTSX vs PDSYX |
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 | MSTSX vs MSTVX | |
| Morningstar Total Return Bond Fund | Intermediate Core Bond | 37 | -0.89% | Nov 2, 2018 | MSTSX vs MSTRX | |
| Morningstar U.S. Equity Fund | Large Cap Blend Equities | 2 | -5.94% | Nov 2, 2018 | MSTSX vs MSTQX | |
| Morningstar International Equity Fund | Foreign Large Cap Equities | 22 | -1.79% | Nov 2, 2018 | MSTSX vs MSTFX | |
| Morningstar Global Income Fund | Global Allocation | 79 | 2.70% | Nov 1, 2018 | MSTSX vs MSTGX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 24 | -0.50% | Nov 1, 2018 | MSTSX vs MSTPX | |
| Morningstar Defensive Bond Fund | Short-Term Bond | 89 | -0.20% | Nov 2, 2018 | MSTSX vs MSTBX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 73 | -2.03% | Nov 1, 2018 | MSTSX vs MSTMX |
Often Compared With MSTSX
What investors most often compare with MSTSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MSTSX vs VOO |
Compare MSTSX with Any Fund or Stock
Compare MSTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.