Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Great-West Funds Inc - Lifetime 2030 Fund (MXATX)

10.50
+0.03
+(0.29%)
At close: 8:01:41 PM EDT

Fund Summary

The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in (or otherwise begin using the invested funds on), or close to, 2030 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. While the fund is non-diversified, it invests in diversified underlying holdings.

Great-West Funds Inc - Lifetime 2030 Fund

Greenwood Village CO 80111
8515 E Orchard Rd

Fund Overview

Category Target-Date 2030
Fund Family Empower Funds
Net Assets 810.2M
YTD Return 0.48%
Yield 2.76%
Morningstar Rating
Inception Date Apr 28, 2016

Fund Operations

Last Dividend 0.30
Last Cap Gain -6.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense MXATX Category Average
Annual Report Expense Ratio (net) 0.85% 0.45%
Prospectus Net Expense Ratio 0.85% --
Prospectus Gross Expense Ratio 0.87% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.44%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Maria L. Mendelsberg, Lead Manager since April 30, 2018
Maria Mendelsberg, CFA, Portfolio Manager, has managed the Funds since 2018. In addition to the Funds, Ms. Mendelsberg manages the Great-West Profile Funds, Great-West Conservative Lifetime Funds, and Great-West SecureFoundation Funds. Ms. Mendelsberg was previously a Partner and Investment Principal/Equity Analyst at Cambiar Investors from 1997-2016. Ms. Mendelsberg received a B.A. in Economics and Classics from Brown University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

TGCEX TCW Concentrated Large Cap Growth I Cl
28.11
-0.28%
 
TEBRX Teberg
22.89
-0.04%
 
TGVNX TCW Relative Value Mid Cap N
25.56
+0.39%
 
TGVOX TCW Relative Value Mid Cap I
26.54
+0.34%
 
BIPIX ProFunds Biotechnology UltraSector Fund
38.12
+2.09%
 
BIPSX ProFunds Biotechnology UltraSector Fund
19.83
+2.06%
 
NSRKX Northern World Selection Index K
21.94
+0.09%
 
NSRIX Northern World Selection Index I
21.93
+0.09%
 
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
33.93
+0.12%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.43
+1.18%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.27
+1.17%
 
SLRYX SEI Large Cap Growth Y (SIMT)
40.09
0.00%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
37.57
+1.16%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.39
+1.16%
 
SELCX SEI Large Cap Growth F (SIMT)
39.63
0.00%
 
SPGIX SEI Large Cap Growth I (SIMT)
37.06
0.00%
 
GIOTX GMO Intl Developed Equity Allc III
19.67
+1.08%
 
BISMX Brandes International Small Cap Equity Fund
21.56
+1.08%
 
CIVIX Causeway International Value Instl
20.70
+1.07%
 
BISRX Brandes International Small Cap Equity Fund
21.71
+1.07%
 
BISAX Brandes International Small Cap Equity Fund
21.39
+1.04%
 
BINCX Brandes International Small Cap Equity Fund
20.43
+1.04%
 
CIVVX Causeway International Value Inv
20.51
+1.03%
 
GMOIX GMO International Equity Fund
28.48
+1.03%
 
SAISX SA International Small Company
21.93
+1.01%
 
HJSIX Hennessy Japan Small Cap Institutional
18.18
+1.00%
 
NGRRX Nuveen International Value I
31.33
+1.00%
 
HNINX Harbor International Retirement
48.59
+1.00%
 
GMCFX GMO International Equity Fund
28.43
+0.99%
 
ENPIX ProFunds UltraSector Energy Fund
36.89
+0.99%
 
HJPSX Hennessy Japan Small Cap Investor
18.46
+0.98%
 
FSPCX Fidelity Select Insurance Port
91.46
+0.98%
 
ENPSX ProFunds UltraSector Energy Fund
31.22
+0.97%
 
FEURX First Eagle Gold R6
37.13
+0.95%
 
QICLX AQR International Multi-Style I
15.01
+0.94%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.31
+0.94%
 
INIIX VanEck International Investors Gold I
21.73
+0.93%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
20.77
+0.92%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
19.69
+0.92%
 
INIVX VanEck International Investors Gold A
15.32
+0.92%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
19.90
+0.91%
 
CIOVX Causeway International Opps Inv
16.73
+0.90%
 
WWNPX Kinetics Paradigm No Load
154.87
+0.90%
 
KNPYX Kinetics Paradigm Instl
157.16
+0.90%
 
CIOIX Causeway International Opps Inst
16.88
+0.90%
 
KNPAX Kinetics Paradigm Adv A
146.80
+0.89%
 
INIYX VanEck International Investors Gold Y
15.90
+0.89%
 
KNPCX Kinetics Paradigm Adv C
130.17
+0.88%
 
PWGAX PACE International Equity A
18.33
+0.88%
 
KSCYX Kinetics Small Cap Opportunities Inst
194.00
+0.87%
 
URITX Victory International Fund
29.07
+0.87%
 
AGCVX American Century Global Small Cap Inv
17.45
+0.87%
 
KSOAX Kinetics Small Cap Opportunities Adv A
180.88
+0.86%
 
KSCOX Kinetics Small Cap Opportunities No Load
189.05
+0.86%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.69
+0.86%
 
TGIRX Thornburg International Equity R6
29.22
+0.86%
 
KSOCX Kinetics Small Cap Opportunities Adv C
168.94
+0.86%
 
TIVRX Thornburg International Equity R5
29.36
+0.86%
 
AGCSX American Century Global Small Cap I
17.71
+0.85%
 
THGCX Thornburg International Equity C
23.84
+0.85%
 
UIIFX Victory International Fund
28.61
+0.85%
 
AGCTX American Century Global Small Cap R6
17.90
+0.85%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.78
+0.84%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.62
+0.84%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
33.70
+0.84%
 
FIUIX Fidelity Telecom and Utilities
33.81
+0.84%
 
PCIEX PACE International Equity P
18.13
+0.83%
 
TGVRX Thornburg International Equity R3
28.06
+0.83%
 
VIHAX Vanguard Intl Hi Div Yld Adm
36.62
+0.83%
 
TRTIX T. Rowe Price International Value Eq I
19.55
+0.83%
 
BTMKX iShares MSCI EAFE Intl Idx K
17.11
+0.82%
 
TGVAX Thornburg International Equity A
28.11
+0.82%
 
TGVIX Thornburg International Equity I
29.39
+0.82%
 
RRIGX T. Rowe Price International Value Eq R
19.61
+0.82%
 
TROZX T. Rowe Price International Value Eq Z
19.63
+0.82%
 
TRIGX T. Rowe Price International Value Eq
19.74
+0.82%
 
SIIEX Touchstone International Value Y
16.13
+0.81%
 
BIEAX Brandes International Equity Fund
23.64
+0.81%
 
PAIGX T. Rowe Price International Value Eq Adv
20.02
+0.81%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.81
+0.80%
 
PIEQX T. Rowe Price International Eq Index
17.56
+0.80%
 
NQVRX Nuveen Multi Cap Value I
52.80
+0.80%
 
BIIEX Brandes International Equity Fund
23.90
+0.80%
 
THVRX Thornburg International Equity R4
27.77
+0.80%
 
BIERX Brandes International Equity Fund
24.12
+0.79%
 
NQVCX Nuveen Multi Cap Value C
48.31
+0.79%
 
NQVAX Nuveen Multi Cap Value A
52.19
+0.79%
 
BIECX Brandes International Equity Fund
23.14
+0.78%
 
NSMCX Nuveen Small/Mid Cap Value Fund
23.14
+0.78%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.72
+0.78%
 
GURAX NAA Risk Managed Real Estate A
31.15
+0.78%
 
CSRIX Cohen & Steers Instl Realty Shares
48.07
+0.78%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.22
+0.77%
 
HGASX Hennessy Gas Utility Institutional
28.72
+0.77%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.31
+0.77%
 
IHOVX Hartford International Opportunities R6
20.94
+0.77%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.33
+0.77%
 
MAIIX iShares MSCI EAFE International Index Fund
17.08
+0.77%
 
CSJCX Cohen & Steers Realty Shares C
65.71
+0.77%
 
BRIFX Baron Real Estate Income Retail
15.80
+0.77%