Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) Alternatives
Morgan Stanley Institutional Fund, Inc. US Core Portfolio (MUOIX) 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 MUOIX. 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 MUOIX
MUOIX charges 0.80% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MUOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | MUOIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | MUOIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | MUOIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | MUOIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | MUOIX vs SSSYX |
Best Risk-Adjusted Alternatives to MUOIX
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 | MUOIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | MUOIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | MUOIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | MUOIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | MUOIX vs DHAMX |
Top Performing MUOIX Alternatives (YTD)
MUOIX 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 | MUOIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | MUOIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | MUOIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | MUOIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | MUOIX vs RCKSX |
Lowest Volatility Alternatives to MUOIX
MUOIX 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 | MUOIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | MUOIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | MUOIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | MUOIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | MUOIX vs QUERX |
Lowest Drawdown Alternatives to MUOIX
MUOIX 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 | MUOIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | MUOIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | MUOIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | MUOIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | MUOIX vs GQEIX |
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Often Compared With MUOIX
What investors most often compare with MUOIX, 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 | MUOIX vs VOO | |
| Alphabet Inc | 95 | -8.52% | — | MUOIX vs GOOG | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MUOIX vs SPY | |
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | MUOIX vs PIMIX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | MUOIX vs TANDX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | MUOIX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | MUOIX vs SSEYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | MUOIX vs VITPX |
Compare MUOIX with Any Fund or Stock
Compare MUOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.