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 129 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 2060 Fund | 0.01% | — | Feb 2013 | MXBSX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | MXBSX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MXBSX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | MXBSX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MXBSX vs PTDIX |
Best Risk-Adjusted Alternatives to MXBSX
MXBSX has a PortfoliosLab risk / return rank of 58. There are 462 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | MXBSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | MXBSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | MXBSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | MXBSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | MXBSX vs URTRX |
Top Performing MXBSX Alternatives (YTD)
MXBSX is at 10.55% YTD. There are 149 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | MXBSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | MXBSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | MXBSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | MXBSX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | MXBSX vs FDFPX |
Lowest Volatility Alternatives to MXBSX
MXBSX has 13.08% 1-year volatility. There are 491 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 | MXBSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | MXBSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | MXBSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | MXBSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | MXBSX vs DRIQX |
Lowest Drawdown Alternatives to MXBSX
MXBSX has a 1-year max drawdown of -8.80%. There are 424 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | MXBSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXBSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | MXBSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | MXBSX vs PRMYX |
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 | 60 | 9.08% | — | Sep 2003 | MXBSX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 58 | 17.63% | — | Jan 2018 | MXBSX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 83 | 21.22% | — | Dec 1993 | MXBSX vs MXISX | |
| Great-West Real Estate Index Fund | REIT | 79 | 20.70% | — | Nov 2012 | MXBSX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 61 | 6.09% | — | Sep 1999 | MXBSX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 66 | 12.75% | — | Jan 2011 | MXBSX vs MXINX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 75 | 12.48% | — | Dec 1993 | MXBSX vs MXIVX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 14.38% | — | Jan 2011 | MXBSX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.25% | — | Sep 1999 | MXBSX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | -0.54% | — | Dec 1992 | MXBSX vs MXBIX |
Often Compared With MXBSX
Investors most often compare MXBSX with SPY, FNSHX, MXBPX. 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