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 125 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | MUROX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MUROX vs PTDIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | MUROX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | MUROX vs JIEHX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | MUROX vs LTFIX |
Best Risk-Adjusted Alternatives to MUROX
MUROX has a PortfoliosLab risk / return rank of 69. There are 167 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 | MUROX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 86 | — | Aug 2007 | MUROX vs FRAMX | |
| State Street Target Retirement Fund | 85 | — | Sep 2014 | MUROX vs SSFNX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | MUROX vs PDAHX | |
| Dimensional Retirement Income Fund | 83 | — | Nov 2015 | MUROX vs TDIFX |
Top Performing MUROX Alternatives (YTD)
MUROX is at 10.31% YTD. There are 246 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MUROX vs FRAMX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.36% | — | Jun 2017 | MUROX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.32% | — | Aug 2014 | MUROX vs FVTKX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | MUROX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.30% | — | Jun 2019 | MUROX vs FFSZX |
Lowest Volatility Alternatives to MUROX
MUROX has 12.68% 1-year volatility. There are 479 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | MUROX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | MUROX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | MUROX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | MUROX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | MUROX vs FIKFX |
Lowest Drawdown Alternatives to MUROX
MUROX has a 1-year max drawdown of -8.77%. There are 427 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | MUROX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MUROX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | MUROX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | MUROX vs FRIMX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MURNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 73 | 4.62% | — | Nov 2021 | MUROX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 45 | 9.17% | — | Nov 2021 | MUROX vs MAIFX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 70 | 10.00% | — | Nov 2021 | MUROX vs MURNX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 66 | 19.12% | — | Nov 2021 | MUROX vs MAGKX | |
| Mutual of America Composite Fund | Diversified Portfolio | 85 | 7.34% | — | Nov 2021 | MUROX vs MACHX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 67 | 12.28% | — | Nov 2021 | MUROX vs MAAKX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 52 | 14.99% | — | Nov 2021 | MUROX vs MAMEX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 68 | 8.54% | — | Nov 2021 | MUROX vs MURLX | |
| Mutual of America 2045 Retirement Fund | Target Retirement Date | 70 | 9.58% | — | Nov 2021 | MUROX vs MURMX | |
| Mutual of America Bond Fund | Intermediate Core Bond | 28 | -0.20% | — | 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