Great-West Short Duration Bond Fund (MXSDX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXSDX
MXSDX charges 0.60% annually. There are 72 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | MXSDX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | MXSDX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | MXSDX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | MXSDX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | MXSDX vs VBISX |
Best Risk-Adjusted Alternatives to MXSDX
MXSDX has a PortfoliosLab risk / return rank of 91. There are 18 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | MXSDX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | MXSDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | MXSDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | MXSDX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | MXSDX vs DBLSX |
Top Performing MXSDX Alternatives (YTD)
MXSDX is at 0.67% YTD. There are 79 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | MXSDX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | MXSDX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | MXSDX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | MXSDX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | MXSDX vs BATAX |
Lowest Volatility Alternatives to MXSDX
MXSDX has 1.34% 1-year volatility. There are 12 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | MXSDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | MXSDX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | MXSDX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | MXSDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | MXSDX vs DHEAX |
Lowest Drawdown Alternatives to MXSDX
MXSDX has a 1-year max drawdown of -0.85%. There are 11 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | MXSDX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | MXSDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | MXSDX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | MXSDX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | MXSDX vs HOBEX |
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 | 76 | 11.51% | — | Sep 2003 | MXSDX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 60 | 16.11% | — | Dec 1993 | MXSDX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 92 | 33.17% | — | Jan 2018 | MXSDX vs MXEOX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 49 | 3.87% | — | Sep 1999 | MXSDX vs MXCPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 27 | 9.45% | — | Jan 2011 | MXSDX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 21 | 11.54% | — | Nov 2012 | MXSDX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 47 | 13.95% | — | Jan 2011 | MXSDX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 21 | 0.23% | — | Dec 1992 | MXSDX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 38 | 8.18% | — | Sep 1999 | MXSDX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 41 | 5.37% | — | Sep 1999 | MXSDX vs MXDPX |
Often Compared With MXSDX
Investors most often compare MXSDX with SWOBX, MXLGX, DFCFX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab Balanced Fund™ | Diversified Portfolio | 51 | 6.26% | 770.21M | Nov 1996 | MXSDX vs SWOBX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 20 | 6.05% | — | May 2003 | MXSDX vs MXLGX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | MXSDX vs DFCFX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 71 | 0.90% | — | Mar 2006 | MXSDX vs CMFIX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | MXSDX vs DLDFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | MXSDX vs TSDLX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | MXSDX vs STBFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | MXSDX vs SNSAX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 37 | 8.25% | — | Dec 1993 | MXSDX vs MXIVX |
Compare MXSDX with Any Fund or Stock
Compare MXSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXSDX with funds that move differently
Great-West Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXSDX.
Explore MXSDX Diversifiers