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 466 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | MXXLX vs PPLIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | MXXLX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | MXXLX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | MXXLX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MXXLX vs PTDIX |
Best Risk-Adjusted Alternatives to MXXLX
MXXLX has a PortfoliosLab risk / return rank of 60. There are 433 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 85 | — | Sep 2014 | MXXLX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | MXXLX vs URINX | |
| USAA Target Retirement 2040 Fund | 85 | — | Jul 2008 | MXXLX vs URFRX | |
| USAA Target Retirement 2030 Fund | 85 | — | Jul 2008 | MXXLX vs URTRX | |
| USAA Target Retirement 2050 Fund | 85 | — | Jul 2008 | MXXLX vs URFFX |
Top Performing MXXLX Alternatives (YTD)
MXXLX is at 13.37% YTD. There are 205 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 16.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 16.34% | — | Jul 2013 | MXXLX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 16.20% | — | Jun 2017 | MXXLX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 16.14% | — | Aug 2014 | MXXLX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 16.11% | — | Jun 2019 | MXXLX vs FFSZX | |
| Fidelity Flex Freedom Blend 2065 Fund | 16.10% | — | Jun 2019 | MXXLX vs FDFPX |
Lowest Volatility Alternatives to MXXLX
MXXLX has 12.85% 1-year volatility. There are 451 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.53% | — | Nov 2015 | MXXLX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.48% | — | Oct 2009 | MXXLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.51% | — | Oct 2009 | MXXLX vs FFGZX | |
| MFS Lifetime Income Fund | 4.53% | — | Sep 2005 | MXXLX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.54% | — | Nov 2015 | MXXLX vs DRIQX |
Lowest Drawdown Alternatives to MXXLX
MXXLX has a 1-year max drawdown of -9.11%. There are 473 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | MXXLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | MXXLX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | MXXLX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | MXXLX vs PRMYX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXREX 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 | 67 | 13.47% | — | Sep 2003 | MXXLX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 57 | 23.17% | — | Jan 2018 | MXXLX vs MXEOX | |
| Great-West Real Estate Index Fund | REIT | 69 | 19.31% | — | Nov 2012 | MXXLX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 55 | 7.16% | — | Sep 1999 | MXXLX vs MXDPX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 88 | 25.25% | — | Dec 1993 | MXXLX vs MXISX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 65 | 12.79% | — | Dec 1993 | MXXLX vs MXIVX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 52 | 13.83% | — | Jan 2011 | MXXLX vs MXINX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 57 | 17.56% | — | Jan 2011 | MXXLX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 63 | 5.03% | — | Sep 1999 | MXXLX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 11 | -0.23% | — | Dec 1992 | MXXLX vs MXBIX |
Often Compared With MXXLX
Investors most often compare MXXLX with VTSAX, MXLGX, VOO. These 20 comparison targets span 5 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