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Great-West Funds Inc - Great-West Lifetime Conservative 2040 Fund (MXBFX)

11.37
-0.21
(-1.81%)
At close: April 22 at 8:00:39 PM EDT
Loading Chart for MXBFX
  • Previous Close 11.58
  • YTD Return -9.98%
  • Expense Ratio 1.00%
  • Category Target-Date 2040
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 355.35M
  • Beta (5Y Monthly) 1.40
  • Yield 2.38%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.30
  • Inception Date Apr 28, 2016

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, 2040 (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.

Empower Funds

Fund Family

Target-Date 2040

Fund Category

355.35M

Net Assets

2016-04-28

Inception Date

Performance Overview: MXBFX

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Trailing returns as of 4/22/2022. Category is Target-Date 2040.

YTD Return

MXBFX
9.98%
Category
10.80%
 

1-Year Return

MXBFX
4.54%
Category
33.59%
 

3-Year Return

MXBFX
8.30%
Category
12.99%
 

5-Year Return

MXBFX
8.22%
Category
12.87%
 

Holdings: MXBFX

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Sector Weightings

SectorMXBFX
Technology   18.86%
Industrials   12.68%
Healthcare   12.24%
Real Estate   7.36%
Energy   4.22%
Utilities   2.34%

Recent News: MXBFX

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Research Reports: MXBFX

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