Mutual of America Retirement Income Fund (MARMX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MARMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MARMX
MARMX charges 0.13% annually. There are 146 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | MARMX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MARMX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MARMX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | MARMX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | MARMX vs FCQTX |
Best Risk-Adjusted Alternatives to MARMX
MARMX has a PortfoliosLab risk / return rank of 71. There are 102 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | MARMX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | MARMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | MARMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | MARMX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | MARMX vs FIRVX |
Top Performing MARMX Alternatives (YTD)
MARMX is at 3.32% YTD. There are 662 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | MARMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MARMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | MARMX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | MARMX vs FIRVX | |
| Fidelity Freedom 2070 Fund Class K | 14.63% | — | May 2025 | MARMX vs FRBEX |
Lowest Volatility Alternatives to MARMX
MARMX has 5.36% 1-year volatility. There are 51 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | MARMX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | MARMX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | MARMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | MARMX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.35% | — | Aug 2007 | MARMX vs FRQAX |
Lowest Drawdown Alternatives to MARMX
MARMX has a 1-year max drawdown of -3.92%. There are 42 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | MARMX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MARMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MARMX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MARMX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | MARMX vs FRKMX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MURNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 63 | 3.72% | — | Nov 2021 | MARMX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 34 | 6.09% | — | Nov 2021 | MARMX vs MAIFX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 65 | 8.37% | — | Nov 2021 | MARMX vs MURNX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 72 | 21.35% | — | Nov 2021 | MARMX vs MAGKX | |
| Mutual of America Composite Fund | Diversified Portfolio | 79 | 5.00% | — | Nov 2021 | MARMX vs MACHX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 65 | 8.67% | — | Nov 2021 | MARMX vs MUROX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 60 | 9.63% | — | Nov 2021 | MARMX vs MAAKX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 57 | 13.93% | — | Nov 2021 | MARMX vs MAMEX | |
| Mutual of America 2045 Retirement Fund | Target Retirement Date | 74 | 9.47% | — | Nov 2021 | MARMX vs MURMX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 72 | 8.44% | — | Nov 2021 | MARMX vs MURLX |
Often Compared With MARMX
Investors most often compare MARMX with MABDX, JIEHX, FCTKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MARMX with Any Fund or Stock
Compare MARMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MARMX with funds that move differently
Mutual of America Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MARMX.
Explore MARMX Diversifiers