Morningstar Alternatives Fund (MSTVX) Alternatives
Morningstar Alternatives Fund (MSTVX) belongs to the Multistrategy category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSTVX. 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 MSTVX
MSTVX charges 1.15% annually. Among mutual funds in the Multistrategy category, these options have the lowest expense ratios among MSTVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 0.18% | Dec 13, 2015 | MSTVX vs RMDFX | |
| Symmetry Panoramic Alternatives Fund | 0.50% | Nov 11, 2018 | MSTVX vs SPATX | |
| Morgan Stanley Pathway Funds Alternative Strategie... | 0.59% | Feb 14, 2018 | MSTVX vs TALTX | |
| GMO Alternative Allocation Fund | 0.61% | May 1, 2019 | MSTVX vs GAAVX | |
| Allspring Alternative Risk Premia Fund | 0.72% | Jan 28, 2019 | MSTVX vs WRPIX |
Best Risk-Adjusted Alternatives to MSTVX
Among mutual funds in the Multistrategy 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 | |
|---|---|---|---|---|
| Stone Ridge Reinsurance Risk Premium Interval Fund | 100 | Dec 9, 2013 | MSTVX vs SRRIX | |
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | Aug 14, 2017 | MSTVX vs ARBIX | |
| Stone Ridge High Yield Reinsurance Risk Premium Fu... | 99 | Feb 1, 2013 | MSTVX vs SHRIX | |
| AQR Diversified Arbitrage Fund Class I | 99 | Jan 15, 2009 | MSTVX vs ADAIX | |
| AQR Diversified Arbitrage Fund Class N | 99 | Jan 15, 2009 | MSTVX vs ADANX |
Top Performing MSTVX Alternatives (YTD)
MSTVX alternatives from the Multistrategy category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AQR Style Premia Alternative R6 | 9.99% | Sep 2, 2014 | MSTVX vs QSPRX | |
| AQR Style Premia Alternative Fund Class N | 9.96% | Oct 30, 2013 | MSTVX vs QSPNX | |
| AQR Style Premia Alternative Fund | 9.94% | Oct 29, 2013 | MSTVX vs QSPIX | |
| Allspring Alternative Risk Premia Fund | 9.08% | Jan 28, 2019 | MSTVX vs WRPIX | |
| AQR Alternative Risk Premia R6 | 8.62% | Sep 19, 2017 | MSTVX vs QRPRX |
Lowest Volatility Alternatives to MSTVX
MSTVX alternatives from the Multistrategy category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.26% | Aug 14, 2017 | MSTVX vs ARBIX | |
| AQR Diversified Arbitrage Fund Class N | 1.53% | Jan 15, 2009 | MSTVX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | 1.54% | Jan 15, 2009 | MSTVX vs ADAIX | |
| T. Rowe Price Multi-Strategy Total Return Fund | 2.10% | Feb 22, 2018 | MSTVX vs TMSRX | |
| Stone Ridge High Yield Reinsurance Risk Premium Fu... | 2.40% | Feb 1, 2013 | MSTVX vs SHRIX |
Lowest Drawdown Alternatives to MSTVX
MSTVX alternatives from the Multistrategy category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | Aug 14, 2017 | MSTVX vs ARBIX | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | -0.55% | Dec 9, 2013 | MSTVX vs SRRIX | |
| AQR Diversified Arbitrage Fund Class I | -0.64% | Jan 15, 2009 | MSTVX vs ADAIX | |
| AQR Diversified Arbitrage Fund Class N | -0.64% | Jan 15, 2009 | MSTVX vs ADANX | |
| FS Credit Income Fund Class I | -1.31% | Nov 1, 2017 | MSTVX vs FCRIX |
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 Total Return Bond Fund | Intermediate Core Bond | 37 | -0.89% | Nov 2, 2018 | MSTVX vs MSTRX | |
| Morningstar U.S. Equity Fund | Large Cap Blend Equities | 2 | -5.94% | Nov 2, 2018 | MSTVX vs MSTQX | |
| Morningstar International Equity Fund | Foreign Large Cap Equities | 22 | -1.79% | Nov 2, 2018 | MSTVX vs MSTFX | |
| Morningstar Global Income Fund | Global Allocation | 79 | 2.70% | Nov 1, 2018 | MSTVX vs MSTGX | |
| Morningstar Global Opportunistic Equity Fund | Global Allocation | 6 | -3.92% | Nov 1, 2018 | MSTVX vs MSTSX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 24 | -0.50% | Nov 1, 2018 | MSTVX vs MSTPX | |
| Morningstar Defensive Bond Fund | Short-Term Bond | 89 | -0.20% | Nov 2, 2018 | MSTVX vs MSTBX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 73 | -2.03% | Nov 1, 2018 | MSTVX vs MSTMX |
Often Compared With MSTVX
What investors most often compare with MSTVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco DB Commodity Index Tracking Fund | Commodities | 86 | 29.47% | Feb 3, 2006 | MSTVX vs DBC | |
| AQR Diversifying Strategies Fund | Multistrategy | 89 | 2.86% | Jun 7, 2020 | MSTVX vs QDSIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 82 | 8.52% | Sep 18, 2017 | MSTVX vs QRPIX |
Compare MSTVX with Any Fund or Stock
Compare MSTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.