Great-West Core Strategies: U.S. Equity Fund (MXEBX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXEBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXEBX
MXEBX charges 0.55% annually. There are 149 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MXEBX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MXEBX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MXEBX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MXEBX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | MXEBX vs BKTSX |
Best Risk-Adjusted Alternatives to MXEBX
MXEBX has a PortfoliosLab risk / return rank of 69. There are 78 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MXEBX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | MXEBX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | MXEBX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | MXEBX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | MXEBX vs POGSX |
Top Performing MXEBX Alternatives (YTD)
MXEBX is at 12.05% YTD. There are 82 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | MXEBX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | MXEBX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | MXEBX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | MXEBX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | MXEBX vs RESGX |
Lowest Volatility Alternatives to MXEBX
MXEBX has 12.30% 1-year volatility. There are 99 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MXEBX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MXEBX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | MXEBX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | MXEBX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MXEBX vs JEPIX |
Lowest Drawdown Alternatives to MXEBX
MXEBX has a 1-year max drawdown of -8.78%. There are 106 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MXEBX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MXEBX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MXEBX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MXEBX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MXEBX vs QUERX |
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 | 10.62% | — | Sep 2003 | MXEBX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 24.43% | — | Jan 2018 | MXEBX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 72 | 21.22% | — | Dec 1993 | MXEBX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 34 | 10.15% | — | Jan 2011 | MXEBX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 63 | 17.92% | — | Nov 2012 | MXEBX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 56 | 4.25% | — | Sep 1999 | MXEBX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 43 | 14.95% | — | Jan 2011 | MXEBX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | 0.00% | — | Dec 1992 | MXEBX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 42 | 8.98% | — | Sep 1999 | MXEBX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 42 | 8.07% | — | Dec 1993 | MXEBX vs MXIVX |
Often Compared With MXEBX
Investors most often compare MXEBX with DHAMX, AMFEX, FULVX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MXEBX with Any Fund or Stock
Compare MXEBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXEBX with funds that move differently
Great-West Core Strategies: U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXEBX.
Explore MXEBX Diversifiers