Great-West Lifetime 2050 Fund (MXBSX) 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 MXBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXBSX
MXBSX charges 0.12% annually. There are 130 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 2045 Fund | 0.01% | — | Feb 2008 | MXBSX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MXBSX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MXBSX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MXBSX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MXBSX vs LTIUX |
Best Risk-Adjusted Alternatives to MXBSX
MXBSX has a PortfoliosLab risk / return rank of 48. There are 585 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | MXBSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | MXBSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | MXBSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | MXBSX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | MXBSX vs FRAMX |
Top Performing MXBSX Alternatives (YTD)
MXBSX is at 11.02% YTD. There are 235 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 | MXBSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MXBSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | MXBSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | MXBSX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | MXBSX vs FWLSX |
Lowest Volatility Alternatives to MXBSX
MXBSX has 12.93% 1-year volatility. There are 523 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 | MXBSX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | MXBSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | MXBSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | MXBSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | MXBSX vs FIKFX |
Lowest Drawdown Alternatives to MXBSX
MXBSX has a 1-year max drawdown of -8.80%. There are 441 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 | MXBSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MXBSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXBSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MXBSX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | MXBSX vs FRQKX |
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 | 11.10% | — | Sep 2003 | MXBSX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 25.10% | — | Jan 2018 | MXBSX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 68 | 21.22% | — | Dec 1993 | MXBSX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Jan 2011 | MXBSX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 61 | 18.17% | — | Nov 2012 | MXBSX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 54 | 4.25% | — | Sep 1999 | MXBSX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 40 | 14.86% | — | Jan 2011 | MXBSX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 16 | -0.08% | — | Dec 1992 | MXBSX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 41 | 8.98% | — | Sep 1999 | MXBSX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 44 | 8.38% | — | Dec 1993 | MXBSX vs MXIVX |
Often Compared With MXBSX
Investors most often compare MXBSX with SPY, MXDPX, FNSHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MXBSX with Any Fund or Stock
Compare MXBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXBSX with funds that move differently
Great-West Lifetime 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXBSX.
Explore MXBSX Diversifiers