Great-West SecureFoundation Balanced Fund (MXSHX) 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 MXSHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXSHX
MXSHX charges 0.53% annually. There are 206 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 | MXSHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MXSHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MXSHX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MXSHX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MXSHX vs VTMFX |
Best Risk-Adjusted Alternatives to MXSHX
MXSHX has a PortfoliosLab risk / return rank of 62. There are 264 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 | MXSHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MXSHX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | MXSHX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | MXSHX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MXSHX vs AYBLX |
Top Performing MXSHX Alternatives (YTD)
MXSHX is at 8.30% YTD. There are 179 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | MXSHX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | MXSHX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | MXSHX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | MXSHX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | MXSHX vs SMIFX |
Lowest Volatility Alternatives to MXSHX
MXSHX has 9.01% 1-year volatility. There are 319 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | MXSHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | MXSHX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | MXSHX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MXSHX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | MXSHX vs CSTAX |
Lowest Drawdown Alternatives to MXSHX
MXSHX has a 1-year max drawdown of -6.40%. There are 276 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 | MXSHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MXSHX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MXSHX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MXSHX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | MXSHX vs FSRKX |
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 | 9.55% | — | Sep 2003 | MXSHX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 33.84% | — | Jan 2018 | MXSHX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 69 | 19.44% | — | Dec 1993 | MXSHX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.72% | — | Jan 2011 | MXSHX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 53 | 4.12% | — | Sep 1999 | MXSHX vs MXCPX | |
| Great-West Real Estate Index Fund | REIT | 35 | 15.55% | — | Nov 2012 | MXSHX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.57% | — | Jan 2011 | MXSHX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 18 | 0.15% | — | Dec 1992 | MXSHX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 44 | 8.98% | — | Sep 1999 | MXSHX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 45 | 5.85% | — | Sep 1999 | MXSHX vs MXDPX |
Often Compared With MXSHX
Investors most often compare MXSHX with FXAIX, MXLGX, BERIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MXSHX with Any Fund or Stock
Compare MXSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXSHX with funds that move differently
Great-West SecureFoundation Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXSHX.
Explore MXSHX Diversifiers