Great-West Core Strategies: Flexible Bond Fund (MXEDX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXEDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXEDX
MXEDX charges 0.45% annually. There are 21 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | MXEDX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | MXEDX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | MXEDX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | MXEDX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | MXEDX vs BCOIX |
Best Risk-Adjusted Alternatives to MXEDX
MXEDX has a PortfoliosLab risk / return rank of 32. There are 25 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | MXEDX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | MXEDX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | MXEDX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | MXEDX vs MDVAX | |
| AAMA Income Fund | 71 | — | Jun 2017 | MXEDX vs AMFIX |
Top Performing MXEDX Alternatives (YTD)
MXEDX is at 0.30% YTD. There are 89 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | MXEDX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | MXEDX vs PGSIX | |
| Ancora Income Fund | 2.68% | — | Jan 2004 | MXEDX vs AAIIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | MXEDX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | MXEDX vs HOBIX |
Lowest Volatility Alternatives to MXEDX
MXEDX has 3.50% 1-year volatility. There are 15 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.05% | — | Jun 2017 | MXEDX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | MXEDX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | MXEDX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | MXEDX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | MXEDX vs HOBIX |
Lowest Drawdown Alternatives to MXEDX
MXEDX has a 1-year max drawdown of -2.91%. There are 52 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | MXEDX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | MXEDX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | MXEDX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | MXEDX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | MXEDX vs LCTIX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXISX, MXEOX 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 | 78 | 11.37% | — | Sep 2003 | MXEDX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 52 | 15.03% | — | Dec 1993 | MXEDX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 90 | 31.57% | — | Jan 2018 | MXEDX vs MXEOX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 47 | 3.61% | — | Sep 1999 | MXEDX vs MXCPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 30 | 9.14% | — | Jan 2011 | MXEDX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 18 | 10.88% | — | Nov 2012 | MXEDX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 38 | 12.96% | — | Jan 2011 | MXEDX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 20 | 0.23% | — | Dec 1992 | MXEDX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 37 | 7.77% | — | Sep 1999 | MXEDX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 40 | 5.13% | — | Sep 1999 | MXEDX vs MXDPX |
Often Compared With MXEDX
Investors most often compare MXEDX with MXLGX, BCPIX, LMSMX. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 21 | 5.85% | — | May 2003 | MXEDX vs MXLGX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 19 | 0.16% | — | Dec 2007 | MXEDX vs BCPIX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 40 | 1.11% | — | Dec 2006 | MXEDX vs LMSMX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 33 | 2.10% | — | Sep 2007 | MXEDX vs SEATX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 42 | 8.07% | — | Dec 1993 | MXEDX vs MXIVX |
Compare MXEDX with Any Fund or Stock
Compare MXEDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXEDX with funds that move differently
Great-West Core Strategies: Flexible Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXEDX.
Explore MXEDX Diversifiers