Great-West Lifetime 2060 Fund (MXGNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXGNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXGNX
MXGNX charges 0.47% annually. There are 389 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MXGNX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | MXGNX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MXGNX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MXGNX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | MXGNX vs FCQTX |
Best Risk-Adjusted Alternatives to MXGNX
MXGNX has a PortfoliosLab risk / return rank of 54. There are 509 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | MXGNX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | MXGNX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | MXGNX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | MXGNX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | MXGNX vs URTRX |
Top Performing MXGNX Alternatives (YTD)
MXGNX is at 10.92% YTD. There are 107 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | MXGNX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | MXGNX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | MXGNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | MXGNX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | MXGNX vs FDFPX |
Lowest Volatility Alternatives to MXGNX
MXGNX has 13.45% 1-year volatility. There are 528 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | MXGNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | MXGNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | MXGNX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | MXGNX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | MXGNX vs DRIQX |
Lowest Drawdown Alternatives to MXGNX
MXGNX has a 1-year max drawdown of -9.28%. There are 493 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | MXGNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | MXGNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXGNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | MXGNX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | MXGNX vs PRMYX |
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 | 60 | 9.08% | — | Sep 2003 | MXGNX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 58 | 17.63% | — | Jan 2018 | MXGNX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 83 | 21.22% | — | Dec 1993 | MXGNX vs MXISX | |
| Great-West Real Estate Index Fund | REIT | 79 | 20.70% | — | Nov 2012 | MXGNX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 61 | 6.09% | — | Sep 1999 | MXGNX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 66 | 12.75% | — | Jan 2011 | MXGNX vs MXINX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 75 | 12.48% | — | Dec 1993 | MXGNX vs MXIVX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 14.38% | — | Jan 2011 | MXGNX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.25% | — | Sep 1999 | MXGNX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | -0.54% | — | Dec 1992 | MXGNX vs MXBIX |
Often Compared With MXGNX
Investors most often compare MXGNX with FFSDX, DTDRX, FFSFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MXGNX with Any Fund or Stock
Compare MXGNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXGNX with funds that move differently
Great-West Lifetime 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXGNX.
Explore MXGNX Diversifiers