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 128 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MXDPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MXDPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MXDPX vs BWBIX |
Best Risk-Adjusted Alternatives to MXDPX
MXDPX has a PortfoliosLab risk / return rank of 57. There are 298 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | MXDPX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MXDPX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | MXDPX vs FSRRX |
Top Performing MXDPX Alternatives (YTD)
MXDPX is at 5.97% YTD. There are 301 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | MXDPX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | MXDPX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | MXDPX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | MXDPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | MXDPX vs MHELX |
Lowest Volatility Alternatives to MXDPX
MXDPX has 7.37% 1-year volatility. There are 178 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 | MXDPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | MXDPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | MXDPX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | MXDPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MXDPX vs CSTAX |
Lowest Drawdown Alternatives to MXDPX
MXDPX has a 1-year max drawdown of -4.94%. There are 121 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MXDPX 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 | 57 | 9.85% | — | Sep 2003 | MXDPX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 60 | 19.98% | — | Jan 2018 | MXDPX vs MXEOX | |
| Great-West Real Estate Index Fund | REIT | 80 | 19.97% | — | Nov 2012 | MXDPX vs MXREX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 84 | 21.15% | — | Dec 1993 | MXDPX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 61 | 11.87% | — | Jan 2011 | MXDPX vs MXINX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 71 | 11.34% | — | Dec 1993 | MXDPX vs MXIVX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 51 | 14.24% | — | Jan 2011 | MXDPX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 67 | 4.12% | — | Sep 1999 | MXDPX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 13 | -0.84% | — | Dec 1992 | MXDPX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 54 | 9.25% | — | Sep 1999 | MXDPX vs MXBPX |
Often Compared With MXDPX
Investors most often compare MXDPX with SPY, SHSAX, VV. These 20 comparison targets span 14 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