Great-West Lifetime 2050 Fund (MXBSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MXBSX
MXBSX charges 0.12% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among MXBSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | MXBSX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | MXBSX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | MXBSX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | MXBSX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | MXBSX vs FCQTX |
Best Risk-Adjusted Alternatives to MXBSX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | MXBSX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | MXBSX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | MXBSX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | MXBSX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | MXBSX vs FRHMX |
Top Performing MXBSX Alternatives (YTD)
MXBSX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | MXBSX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | MXBSX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | MXBSX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | MXBSX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | MXBSX vs FYTKX |
Lowest Volatility Alternatives to MXBSX
MXBSX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | MXBSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | MXBSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | MXBSX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | MXBSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | MXBSX vs FRAMX |
Lowest Drawdown Alternatives to MXBSX
MXBSX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | MXBSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | MXBSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | MXBSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | MXBSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | MXBSX vs FRHMX |
Other Mutual Funds from Great-West
Most popular Great-West mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 38 | -7.14% | Sep 8, 2003 | MXBSX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 31 | 0.54% | Dec 1, 1993 | MXBSX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 81 | 1.01% | Jan 4, 2018 | MXBSX vs MXEOX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 26 | -0.47% | Jan 20, 2011 | MXBSX vs MXMDX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 15 | -11.42% | May 21, 2003 | MXBSX vs MXLGX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 60 | -0.90% | Sep 29, 1999 | MXBSX vs MXCPX | |
| Great-West Real Estate Index Fund | REIT | 15 | 2.86% | Nov 27, 2012 | MXBSX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 44 | -1.31% | Sep 26, 1999 | MXBSX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 50 | -2.03% | Jan 13, 2011 | MXBSX vs MXINX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 52 | -0.23% | Dec 1, 1992 | MXBSX vs MXBIX |
Often Compared With MXBSX
What investors most often compare with MXBSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MXBSX vs SPY | |
| Fidelity Freedom Income Fund | Target Retirement Date | 83 | -0.53% | Oct 17, 1996 | MXBSX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | Target Retirement Date | 83 | -0.53% | Jul 20, 2017 | MXBSX vs FNSHX | |
| Fidelity Flex Freedom Blend Income Fund | Target Retirement Date | 83 | -0.50% | Jun 8, 2017 | MXBSX vs FTLSX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | MXBSX vs PPLIX | |
| USAA Target Retirement 2030 Fund | Target Retirement Date | 78 | -1.13% | Jul 30, 2008 | MXBSX vs URTRX | |
| Fidelity Managed Retirement Income Fund | Target Retirement Date | 83 | -0.50% | Aug 30, 2007 | MXBSX vs FIRMX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | MXBSX vs LTFIX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2013 | MXBSX vs PLTZX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | -4.20% | Feb 28, 2001 | MXBSX vs PTDIX |
Compare MXBSX with Any Fund or Stock
Compare MXBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.