Nasdaq - Delayed Quote USD

Great-West Ariel Mid Cap Value Fund Class L (MXAMX)

11.77
+0.14
+(1.20%)
At close: October 7 at 8:00:38 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Mid Atlantic Capital Group
  • ADP Access OFA
  • Pershing Retirement Plan Network

Fund Summary

The investment seeks long-term capital appreciation. The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers classified in the medium/small, medium or medium/large capitalization categories of the Russell 3000® Index. It seeks to invest in quality companies in industries in which the Sub-Adviser has expertise. The fund generally holds between 25-45 securities in its portfolio.

Fund Overview

Category Mid-Cap Value
Fund Family Great-West Funds
Net Assets 204.69M
YTD Return -16.82%
Yield 0.53%
Morningstar Rating
Inception Date Dec 20, 2013

Performance & Risk

YTD Return 11.44%
5y Average Return 5.54%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

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