Great-West Moderately Aggressive Profile Fund (MXBPX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXBPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXBPX
MXBPX charges 0.42% annually. There are 154 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | MXBPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MXBPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MXBPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MXBPX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MXBPX vs VTMFX |
Best Risk-Adjusted Alternatives to MXBPX
MXBPX has a PortfoliosLab risk / return rank of 59. There are 319 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | MXBPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MXBPX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | MXBPX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MXBPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MXBPX vs AYBLX |
Top Performing MXBPX Alternatives (YTD)
MXBPX is at 10.05% YTD. There are 118 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | MXBPX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | MXBPX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | MXBPX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | MXBPX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | MXBPX vs DGIFX |
Lowest Volatility Alternatives to MXBPX
MXBPX has 11.53% 1-year volatility. There are 447 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | MXBPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | MXBPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | MXBPX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | MXBPX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | MXBPX vs CSTAX |
Lowest Drawdown Alternatives to MXBPX
MXBPX has a 1-year max drawdown of -7.12%. There are 359 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | MXBPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MXBPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MXBPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MXBPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MXBPX vs CSTAX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXREX 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 | 62 | 11.46% | — | Sep 2003 | MXBPX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 57 | 20.82% | — | Jan 2018 | MXBPX vs MXEOX | |
| Great-West Real Estate Index Fund | REIT | 78 | 20.05% | — | Nov 2012 | MXBPX vs MXREX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 86 | 23.16% | — | Dec 1993 | MXBPX vs MXISX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 60 | 6.44% | — | Sep 1999 | MXBPX vs MXDPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 69 | 11.78% | — | Dec 1993 | MXBPX vs MXIVX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 58 | 12.50% | — | Jan 2011 | MXBPX vs MXINX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.47% | — | Jan 2011 | MXBPX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.51% | — | Sep 1999 | MXBPX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 14 | -0.61% | — | Dec 1992 | MXBPX vs MXBIX |
Often Compared With MXBPX
Investors most often compare MXBPX with MXLGX, MXEGX, MXEDX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MXBPX with Any Fund or Stock
Compare MXBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXBPX with funds that move differently
Great-West Moderately Aggressive Profile Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXBPX.
Explore MXBPX Diversifiers