Great-West Lifetime 2055 Fund (MXXLX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXXLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXXLX
MXXLX charges 0.57% annually. There are 463 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | MXXLX vs JRLVX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MXXLX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | MXXLX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | MXXLX vs JIEHX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MXXLX vs PLTZX |
Best Risk-Adjusted Alternatives to MXXLX
MXXLX has a PortfoliosLab risk / return rank of 49. There are 616 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | MXXLX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | MXXLX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | MXXLX vs SSBRX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | MXXLX vs PDAHX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 83 | — | Jan 2020 | MXXLX vs DTDRX |
Top Performing MXXLX Alternatives (YTD)
MXXLX is at 10.77% YTD. There are 238 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.90% | — | Jun 2017 | MXXLX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | MXXLX vs FVTKX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.85% | — | Jun 2019 | MXXLX vs FDFPX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | MXXLX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | MXXLX vs FFSZX |
Lowest Volatility Alternatives to MXXLX
MXXLX has 12.01% 1-year volatility. There are 521 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | MXXLX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | MXXLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | MXXLX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | MXXLX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.16% | — | Aug 2007 | MXXLX vs FRIMX |
Lowest Drawdown Alternatives to MXXLX
MXXLX has a 1-year max drawdown of -9.11%. There are 497 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | MXXLX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | MXXLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXXLX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | MXXLX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | MXXLX vs FRQKX |
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 | 75 | 11.15% | — | Sep 2003 | MXXLX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 60 | 16.58% | — | Dec 1993 | MXXLX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 30.48% | — | Jan 2018 | MXXLX vs MXEOX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 49 | 3.87% | — | Sep 1999 | MXXLX vs MXCPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 29 | 9.33% | — | Jan 2011 | MXXLX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 28 | 13.34% | — | Nov 2012 | MXXLX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 48 | 14.29% | — | Jan 2011 | MXXLX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 18 | 0.15% | — | Dec 1992 | MXXLX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 40 | 8.45% | — | Sep 1999 | MXXLX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 42 | 5.49% | — | Sep 1999 | MXXLX vs MXDPX |
Often Compared With MXXLX
Investors most often compare MXXLX with VTSAX, VOO, MXLGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MXXLX with Any Fund or Stock
Compare MXXLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXXLX with funds that move differently
Great-West Lifetime 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXXLX.
Explore MXXLX Diversifiers