Great-West Moderate Profile Fund (MXMPX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXMPX
MXMPX charges 0.39% annually. There are 138 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | MXMPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MXMPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MXMPX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MXMPX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MXMPX vs FYMIX |
Best Risk-Adjusted Alternatives to MXMPX
MXMPX has a PortfoliosLab risk / return rank of 47. There are 407 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | MXMPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MXMPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MXMPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | MXMPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | MXMPX vs FSRRX |
Top Performing MXMPX Alternatives (YTD)
MXMPX is at 7.77% YTD. There are 171 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | MXMPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | MXMPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | MXMPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | MXMPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | MXMPX vs BRUFX |
Lowest Volatility Alternatives to MXMPX
MXMPX has 11.10% 1-year volatility. There are 426 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | MXMPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | MXMPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | MXMPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | MXMPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MXMPX vs CSTAX |
Lowest Drawdown Alternatives to MXMPX
MXMPX has a 1-year max drawdown of -6.12%. There are 242 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | MXMPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MXMPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MXMPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MXMPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MXMPX vs CSTAX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXREX 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 | MXMPX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 58 | 17.63% | — | Jan 2018 | MXMPX vs MXEOX | |
| Great-West Real Estate Index Fund | REIT | 79 | 20.70% | — | Nov 2012 | MXMPX vs MXREX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 83 | 21.22% | — | Dec 1993 | MXMPX vs MXISX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 61 | 6.09% | — | Sep 1999 | MXMPX vs MXDPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 75 | 12.48% | — | Dec 1993 | MXMPX vs MXIVX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 66 | 12.75% | — | Jan 2011 | MXMPX vs MXINX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 14.38% | — | Jan 2011 | MXMPX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.25% | — | Sep 1999 | MXMPX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | -0.54% | — | Dec 1992 | MXMPX vs MXBIX |
Often Compared With MXMPX
Investors most often compare MXMPX with FSIRX, BLNDX, MHELX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MXMPX with Any Fund or Stock
Compare MXMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXMPX with funds that move differently
Great-West Moderate Profile Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXMPX.
Explore MXMPX Diversifiers