Mutual of America Investment Corporation - 2050 Retirement Fund (MURNX) 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 MURNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MURNX
MURNX charges 0.08% annually. There are 70 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 | MURNX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MURNX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MURNX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | MURNX vs JIEHX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MURNX vs PLTZX |
Best Risk-Adjusted Alternatives to MURNX
MURNX has a PortfoliosLab risk / return rank of 65. There are 339 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | MURNX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | MURNX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | MURNX vs SSBRX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | MURNX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | MURNX vs TDIFX |
Top Performing MURNX Alternatives (YTD)
MURNX is at 9.23% YTD. There are 303 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.50% | — | Jun 2017 | MURNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.45% | — | Jun 2019 | MURNX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.40% | — | Jun 2017 | MURNX vs FQLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.38% | — | Aug 2014 | MURNX vs FVTKX | |
| Fidelity Freedom® 2070 Fund Class K6 | 13.36% | — | Jun 2024 | MURNX vs FRBHX |
Lowest Volatility Alternatives to MURNX
MURNX has 11.71% 1-year volatility. There are 487 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | MURNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | MURNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | MURNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | MURNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.16% | — | Aug 2019 | MURNX vs FRKMX |
Lowest Drawdown Alternatives to MURNX
MURNX has a 1-year max drawdown of -8.50%. There are 402 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 | MURNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MURNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MURNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MURNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | MURNX vs FRKMX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MACHX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 73 | 4.48% | — | Nov 2021 | MURNX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 34 | 7.64% | — | Nov 2021 | MURNX vs MAIFX | |
| Mutual of America Composite Fund | Diversified Portfolio | 86 | 7.04% | — | Nov 2021 | MURNX vs MACHX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 63 | 10.99% | — | Nov 2021 | MURNX vs MAAKX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 66 | 19.26% | — | Nov 2021 | MURNX vs MAGKX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 64 | 9.54% | — | Nov 2021 | MURNX vs MUROX | |
| Mutual of America 2045 Retirement Fund | Target Retirement Date | 66 | 8.88% | — | Nov 2021 | MURNX vs MURMX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 66 | 7.98% | — | Nov 2021 | MURNX vs MURLX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 52 | 13.98% | — | Nov 2021 | MURNX vs MAMEX | |
| Mutual of America Retirement Income Fund | Target Retirement Date | 75 | 3.41% | — | Nov 2021 | MURNX vs MARMX |
Often Compared With MURNX
Investors most often compare MURNX with MSIGX, FCNTX, TRBCX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MURNX with Any Fund or Stock
Compare MURNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MURNX with funds that move differently
Mutual of America Investment Corporation - 2050 Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MURNX.
Explore MURNX Diversifiers