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 454 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | MXLZX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | MXLZX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MXLZX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MXLZX vs PTDIX | |
| 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 53. There are 518 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 | MXLZX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | MXLZX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | MXLZX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | MXLZX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | MXLZX vs URTRX |
Top Performing MXLZX Alternatives (YTD)
MXLZX is at 4.58% YTD. There are 549 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 | MXLZX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | MXLZX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | MXLZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | MXLZX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | MXLZX vs FDFPX |
Lowest Volatility Alternatives to MXLZX
MXLZX has 6.08% 1-year volatility. There are 85 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 | MXLZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | MXLZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | MXLZX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | MXLZX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | MXLZX vs DRIQX |
Lowest Drawdown Alternatives to MXLZX
MXLZX has a 1-year max drawdown of -4.60%. There are 83 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | MXLZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXLZX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | MXLZX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | MXLZX 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 | MXLZX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 58 | 17.63% | — | Jan 2018 | MXLZX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 83 | 21.22% | — | Dec 1993 | MXLZX vs MXISX | |
| Great-West Real Estate Index Fund | REIT | 79 | 20.70% | — | Nov 2012 | MXLZX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 61 | 6.09% | — | Sep 1999 | MXLZX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 66 | 12.75% | — | Jan 2011 | MXLZX vs MXINX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 14.38% | — | Jan 2011 | MXLZX vs MXMDX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 75 | 12.48% | — | Dec 1993 | MXLZX vs MXIVX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.25% | — | Sep 1999 | MXLZX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | -0.54% | — | Dec 1992 | MXLZX vs MXBIX |
Often Compared With MXLZX
Investors most often compare MXLZX with FRQHX, DRIJX, SSBRX. 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