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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MXEBX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MXEBX vs VFFSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MXEBX vs SSSYX |
Best Risk-Adjusted Alternatives to MXEBX
MXEBX has a PortfoliosLab risk / return rank of 74. There are 63 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MXEBX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | MXEBX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | MXEBX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | MXEBX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MXEBX vs IGIAX |
Top Performing MXEBX Alternatives (YTD)
MXEBX is at 11.80% YTD. There are 66 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | MXEBX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | MXEBX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | MXEBX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | MXEBX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | MXEBX vs POSKX |
Lowest Volatility Alternatives to MXEBX
MXEBX has 12.35% 1-year volatility. There are 109 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MXEBX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MXEBX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | MXEBX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | MXEBX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | MXEBX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 | 68 | 9.96% | — | Sep 2003 | MXEBX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 33.08% | — | Jan 2018 | MXEBX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 70 | 19.44% | — | Dec 1993 | MXEBX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.53% | — | Jan 2011 | MXEBX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 53 | 4.12% | — | Sep 1999 | MXEBX vs MXCPX | |
| Great-West Real Estate Index Fund | REIT | 30 | 13.99% | — | Nov 2012 | MXEBX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 51 | 15.14% | — | Jan 2011 | MXEBX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 20 | 0.38% | — | Dec 1992 | MXEBX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 43 | 8.85% | — | Sep 1999 | MXEBX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 44 | 5.73% | — | Sep 1999 | MXEBX vs MXDPX |
Often Compared With MXEBX
Investors most often compare MXEBX with DHAMX, AMFEX, FULVX. These 12 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