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 205 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MXSHX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | MXSHX vs FYMIX |
Best Risk-Adjusted Alternatives to MXSHX
MXSHX has a PortfoliosLab risk / return rank of 65. There are 245 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 | 96 | — | Dec 2009 | MXSHX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | MXSHX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | MXSHX vs FSRRX |
Top Performing MXSHX Alternatives (YTD)
MXSHX is at 7.68% YTD. There are 178 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 | MXSHX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | MXSHX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | MXSHX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | MXSHX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | MXSHX vs BRUFX |
Lowest Volatility Alternatives to MXSHX
MXSHX has 9.15% 1-year volatility. There are 315 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 | MXSHX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | MXSHX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | MXSHX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | MXSHX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MXSHX vs CSTAX |
Lowest Drawdown Alternatives to MXSHX
MXSHX has a 1-year max drawdown of -6.40%. There are 273 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MXSHX vs CSTAX |
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 | MXSHX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 58 | 17.63% | — | Jan 2018 | MXSHX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 83 | 21.22% | — | Dec 1993 | MXSHX vs MXISX | |
| Great-West Real Estate Index Fund | REIT | 79 | 20.70% | — | Nov 2012 | MXSHX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 61 | 6.09% | — | Sep 1999 | MXSHX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 66 | 12.75% | — | Jan 2011 | MXSHX vs MXINX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 75 | 12.48% | — | Dec 1993 | MXSHX vs MXIVX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 14.38% | — | Jan 2011 | MXSHX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.25% | — | Sep 1999 | MXSHX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 17 | -0.54% | — | Dec 1992 | MXSHX vs MXBIX |
Often Compared With MXSHX
Investors most often compare MXSHX with FXAIX, MXLGX, BERIX. These 20 comparison targets span 4 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