Great-West SecureFoundation Balanced Fund (MXSHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MXSHX
MXSHX charges 0.53% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MXSHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MXSHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MXSHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MXSHX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MXSHX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | MXSHX vs MAANX |
Best Risk-Adjusted Alternatives to MXSHX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MXSHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MXSHX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MXSHX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MXSHX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MXSHX vs PMAIX |
Top Performing MXSHX Alternatives (YTD)
MXSHX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MXSHX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MXSHX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MXSHX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MXSHX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MXSHX vs CONWX |
Lowest Volatility Alternatives to MXSHX
MXSHX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MXSHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MXSHX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MXSHX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MXSHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MXSHX vs SICIX |
Lowest Drawdown Alternatives to MXSHX
MXSHX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MXSHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MXSHX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MXSHX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MXSHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MXSHX vs SICIX |
Other Mutual Funds from Great-West
Most popular Great-West mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 38 | -7.14% | Sep 8, 2003 | MXSHX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 31 | 0.54% | Dec 1, 1993 | MXSHX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 81 | 1.01% | Jan 4, 2018 | MXSHX vs MXEOX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 26 | -0.47% | Jan 20, 2011 | MXSHX vs MXMDX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 15 | -11.42% | May 21, 2003 | MXSHX vs MXLGX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 60 | -0.90% | Sep 29, 1999 | MXSHX vs MXCPX | |
| Great-West Real Estate Index Fund | REIT | 15 | 2.86% | Nov 27, 2012 | MXSHX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 44 | -1.31% | Sep 26, 1999 | MXSHX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 50 | -2.03% | Jan 13, 2011 | MXSHX vs MXINX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 52 | -0.23% | Dec 1, 1992 | MXSHX vs MXBIX |
Often Compared With MXSHX
What investors most often compare with MXSHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | MXSHX vs FXAIX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | MXSHX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MXSHX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MXSHX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MXSHX vs WWWEX |
Compare MXSHX with Any Fund or Stock
Compare MXSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.