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

Nasdaq - Delayed Quote USD

Great-West Lifetime Conservative 2035 Fund Institutional Class (MXRCX)

6.88
-0.01
(-0.15%)
At close: August 19 at 8:00:39 PM EDT
Loading Chart for MXRCX
  • Previous Close 6.89
  • YTD Return -1.83%
  • Expense Ratio 0.51%
  • Category Target-Date 2035
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 138.27M
  • Beta (5Y Monthly) 1.01
  • Yield 3.61%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.09
  • Inception Date May 1, 2015

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 close to, 2035. The advisor currently expects to invest 45-65% of its net assets in underlying funds that invest primarily in equity securities and 35-55% of its net assets in underlying funds that invest primarily in fixed income securities. While the fund is non-diversified, it invests in diversified underlying holdings.

Great-West Funds

Fund Family

Target-Date 2035

Fund Category

138.27M

Net Assets

2015-05-01

Inception Date

Performance Overview: MXRCX

View More

Trailing returns as of 6/30/2020. Category is Target-Date 2035.

YTD Return

MXRCX
1.83%
Category
9.49%
 

1-Year Return

MXRCX
3.69%
Category
29.95%
 

3-Year Return

MXRCX
5.44%
Category
12.29%
 

5-Year Return

MXRCX
5.91%
Category
12.13%
 

Holdings: MXRCX

View More

Sector Weightings

SectorMXRCX
Technology   14.65%
Industrials   11.84%
Real Estate   11.68%
Healthcare   11.28%
Energy   3.73%
Utilities   2.84%

Recent News: MXRCX

View More

Research Reports: MXRCX

View More

Top Mutual Funds