Great-West Moderately Conservative Profile Fund (MXDPX) 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 MXDPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXDPX
MXDPX charges 0.37% annually. There are 129 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 | MXDPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MXDPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MXDPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MXDPX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MXDPX vs FYMIX |
Best Risk-Adjusted Alternatives to MXDPX
MXDPX has a PortfoliosLab risk / return rank of 45. There are 406 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 | MXDPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MXDPX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | MXDPX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | MXDPX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MXDPX vs AYBLX |
Top Performing MXDPX Alternatives (YTD)
MXDPX is at 5.85% YTD. There are 310 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | MXDPX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | MXDPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | MXDPX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | MXDPX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | MXDPX vs SMIFX |
Lowest Volatility Alternatives to MXDPX
MXDPX has 7.33% 1-year volatility. There are 184 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | MXDPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | MXDPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | MXDPX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MXDPX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | MXDPX vs CSTAX |
Lowest Drawdown Alternatives to MXDPX
MXDPX has a 1-year max drawdown of -4.94%. There are 123 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 | MXDPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MXDPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MXDPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MXDPX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | MXDPX vs FSRKX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 65 | 9.55% | — | Sep 2003 | MXDPX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 33.84% | — | Jan 2018 | MXDPX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 69 | 19.44% | — | Dec 1993 | MXDPX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.72% | — | Jan 2011 | MXDPX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 53 | 4.12% | — | Sep 1999 | MXDPX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.57% | — | Jan 2011 | MXDPX vs MXMDX | |
| Great-West Real Estate Index Fund | REIT | 35 | 15.55% | — | Nov 2012 | MXDPX vs MXREX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 18 | 0.15% | — | Dec 1992 | MXDPX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 44 | 8.98% | — | Sep 1999 | MXDPX vs MXBPX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 18 | 4.89% | — | May 2003 | MXDPX vs MXLGX |
Often Compared With MXDPX
Investors most often compare MXDPX with SPY, SHSAX, VV. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare MXDPX with Any Fund or Stock
Compare MXDPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXDPX with funds that move differently
Great-West Moderately Conservative Profile Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXDPX.
Explore MXDPX Diversifiers