Great-West Lifetime 2015 Fund (MXLZX) 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 MXLZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXLZX
MXLZX charges 0.53% annually. There are 452 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 2045 Fund | 0.01% | — | Feb 2008 | MXLZX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | MXLZX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MXLZX vs PTDIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | MXLZX vs PLWIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | MXLZX vs JRLVX |
Best Risk-Adjusted Alternatives to MXLZX
MXLZX has a PortfoliosLab risk / return rank of 49. There are 580 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | MXLZX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | MXLZX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | MXLZX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | MXLZX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | MXLZX vs FRAMX |
Top Performing MXLZX Alternatives (YTD)
MXLZX is at 4.80% YTD. There are 572 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | MXLZX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MXLZX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | MXLZX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | MXLZX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | MXLZX vs FVTKX |
Lowest Volatility Alternatives to MXLZX
MXLZX has 6.04% 1-year volatility. There are 105 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | MXLZX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | MXLZX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | MXLZX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | MXLZX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | MXLZX vs FIKFX |
Lowest Drawdown Alternatives to MXLZX
MXLZX has a 1-year max drawdown of -4.60%. There are 102 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 | MXLZX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MXLZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXLZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MXLZX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | MXLZX vs FRKMX |
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 | MXLZX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 24.43% | — | Jan 2018 | MXLZX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 72 | 21.22% | — | Dec 1993 | MXLZX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 34 | 10.15% | — | Jan 2011 | MXLZX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 63 | 17.92% | — | Nov 2012 | MXLZX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 56 | 4.25% | — | Sep 1999 | MXLZX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 43 | 14.95% | — | Jan 2011 | MXLZX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | 0.00% | — | Dec 1992 | MXLZX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 42 | 8.98% | — | Sep 1999 | MXLZX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 42 | 8.07% | — | Dec 1993 | MXLZX vs MXIVX |
Often Compared With MXLZX
Investors most often compare MXLZX with DRIJX, SSBRX, FNSDX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MXLZX with Any Fund or Stock
Compare MXLZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXLZX with funds that move differently
Great-West Lifetime 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXLZX.
Explore MXLZX Diversifiers