Mutual of America 2055 Retirement Fund (MUROX) 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 MUROX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MUROX
MUROX charges 0.11% annually. There are 124 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 | MUROX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | MUROX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MUROX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MUROX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MUROX vs LTIUX |
Best Risk-Adjusted Alternatives to MUROX
MUROX has a PortfoliosLab risk / return rank of 79. There are 25 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | MUROX vs URINX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | MUROX vs SSBRX | |
| State Street Target Retirement Fund | 85 | — | Sep 2014 | MUROX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 85 | — | Jul 2008 | MUROX vs URFRX | |
| USAA Target Retirement 2030 Fund | 85 | — | Jul 2008 | MUROX vs URTRX |
Top Performing MUROX Alternatives (YTD)
MUROX is at 11.62% YTD. There are 231 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 16.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Freedom 2060 Fund Class K6 | 16.14% | — | Aug 2014 | MUROX vs FVTKX | |
| Fidelity Flex Freedom Blend 2065 Fund | 16.10% | — | Jun 2019 | MUROX vs FDFPX | |
| Fidelity Freedom 2055 Fund Class K6 | 16.09% | — | Jun 2011 | MUROX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K | 16.04% | — | Jun 2019 | MUROX vs FFSDX | |
| Fidelity Freedom 2060 Fund Class K | 16.02% | — | Jul 2017 | MUROX vs FNSFX |
Lowest Volatility Alternatives to MUROX
MUROX has 12.89% 1-year volatility. There are 468 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.53% | — | Nov 2015 | MUROX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.48% | — | Oct 2009 | MUROX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.51% | — | Oct 2009 | MUROX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | MUROX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | MUROX vs MLLIX |
Lowest Drawdown Alternatives to MUROX
MUROX has a 1-year max drawdown of -8.77%. There are 421 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 | MUROX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | MUROX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MUROX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | MUROX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | MUROX vs PRMYX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MAAKX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 71 | 4.88% | — | Nov 2021 | MUROX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 67 | 11.94% | — | Nov 2021 | MUROX vs MAIFX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 77 | 13.55% | — | Nov 2021 | MUROX vs MAAKX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 79 | 11.23% | — | Nov 2021 | MUROX vs MURNX | |
| Mutual of America Composite Fund | Diversified Portfolio | 86 | 8.46% | — | Nov 2021 | MUROX vs MACHX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 67 | 19.39% | — | Nov 2021 | MUROX vs MAGKX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 69 | 15.69% | — | Nov 2021 | MUROX vs MAMEX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 77 | 9.59% | — | Nov 2021 | MUROX vs MURLX | |
| Mutual of America Retirement Income Fund | Target Retirement Date | 62 | 3.64% | — | Nov 2021 | MUROX vs MARMX | |
| Mutual of America Bond Fund | Intermediate Core Bond | 13 | -0.66% | — | Nov 2021 | MUROX vs MABDX |
Often Compared With MUROX
Investors most often compare MUROX with VOO, MSCI, FRHMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MUROX with Any Fund or Stock
Compare MUROX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MUROX with funds that move differently
Mutual of America 2055 Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUROX.
Explore MUROX Diversifiers