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MGQAX Morgan Stanley Inst Global Quality A

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Fund MGQAX Morgan Stanley Inst Global Quality A FIGY Barclays ETN+ FI Enhanced Glb Hi Yld RPGEX T. Rowe Price Global Growth Stock  
100% 87% 86%
Annual Fees
(1.30% Exp. Ratio)
(0.64% Exp. Ratio)
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$33,616.87 $41,057.29 $36,821.25
Est. savings over 30 yrs +$7,440.41 +$3,204.38
As of 9/30/16
1 YR RETURN 11.27%
3 YR 6.90%
5 YR --
10 YR --
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
1 YR RETURN 13.27%
3 YR 7.83%
5 YR 12.85%
10 YR --
The investment seeks long-term capital appreciation. The fund primarily invests in equity securities of high quality companies located throughout the world, including developed and emerging market countries. The Portfolio may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income. It may utilize foreign currency forward exchange contracts, which are also derivatives, in connection with its investments in foreign securities. The fund is non-diversified.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.
The investment seeks long-term growth of capital through investments primarily in the common stocks of large-cap companies throughout the world, including the U.S. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of large-cap companies. Under normal conditions, it will invest in at least five countries, one of which will be the U.S., and at least 40% of its net assets will be invested in stocks of large-cap companies outside the U.S. (at least 30% of its net assets will be invested in stocks of large-cap companies outside the U.S. if foreign market conditions are not favorable).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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