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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | MXXLX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | MXXLX vs JIEHX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | MXXLX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | MXXLX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | MXXLX vs LTRIX |
Best Risk-Adjusted Alternatives to MXXLX
MXXLX has a PortfoliosLab risk / return rank of 52. There are 530 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | MXXLX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | MXXLX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | MXXLX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | MXXLX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | MXXLX vs FRAMX |
Top Performing MXXLX Alternatives (YTD)
MXXLX is at 9.38% YTD. There are 202 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | MXXLX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | MXXLX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | MXXLX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | MXXLX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | MXXLX vs FFSZX |
Lowest Volatility Alternatives to MXXLX
MXXLX has 12.62% 1-year volatility. There are 497 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | MXXLX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | MXXLX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | MXXLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | MXXLX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.34% | — | 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 Income Fund Class K | -3.42% | — | Aug 2019 | MXXLX vs FRKMX |
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 | 56 | 7.87% | — | Sep 2003 | MXXLX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 26.78% | — | Jan 2018 | MXXLX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 75 | 20.29% | — | Dec 1993 | MXXLX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 31 | 8.19% | — | Jan 2011 | MXXLX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 59 | 3.99% | — | Sep 1999 | MXXLX vs MXCPX | |
| Great-West Real Estate Index Fund | REIT | 43 | 17.10% | — | Nov 2012 | MXXLX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.05% | — | Jan 2011 | MXXLX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 22 | 0.77% | — | Dec 1992 | MXXLX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 44 | 8.04% | — | Sep 1999 | MXXLX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 47 | 5.37% | — | 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