Great-West Lifetime 2020 Fund (MXAKX) 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 MXAKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXAKX
MXAKX charges 0.09% annually. There are 100 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 2035 Fund | 0.01% | — | Feb 2008 | MXAKX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | MXAKX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | MXAKX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MXAKX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | MXAKX vs LTRIX |
Best Risk-Adjusted Alternatives to MXAKX
MXAKX has a PortfoliosLab risk / return rank of 49. There are 577 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | MXAKX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | MXAKX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | MXAKX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | MXAKX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | MXAKX vs FRAMX |
Top Performing MXAKX Alternatives (YTD)
MXAKX is at 5.44% YTD. There are 524 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 | MXAKX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MXAKX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | MXAKX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | MXAKX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | MXAKX vs FVTKX |
Lowest Volatility Alternatives to MXAKX
MXAKX has 6.97% 1-year volatility. There are 158 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | MXAKX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | MXAKX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | MXAKX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | MXAKX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | MXAKX vs FIKFX |
Lowest Drawdown Alternatives to MXAKX
MXAKX has a 1-year max drawdown of -4.93%. There are 134 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 | MXAKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MXAKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXAKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MXAKX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | MXAKX vs FRHMX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 65 | 10.62% | — | Sep 2003 | MXAKX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 24.43% | — | Jan 2018 | MXAKX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 72 | 21.22% | — | Dec 1993 | MXAKX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 34 | 10.15% | — | Jan 2011 | MXAKX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 63 | 17.92% | — | Nov 2012 | MXAKX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 56 | 4.25% | — | Sep 1999 | MXAKX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 43 | 14.95% | — | Jan 2011 | MXAKX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | 0.00% | — | Dec 1992 | MXAKX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 42 | 8.98% | — | Sep 1999 | MXAKX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 42 | 8.07% | — | Dec 1993 | MXAKX vs MXIVX |
Often Compared With MXAKX
Investors most often compare MXAKX with FCTKX, FFSDX, FRBHX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MXAKX with Any Fund or Stock
Compare MXAKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXAKX with funds that move differently
Great-West Lifetime 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXAKX.
Explore MXAKX Diversifiers