Nasdaq - Delayed Quote USD
Great-West Lifetime Conservative 2035 Fund Institutional Class (MXRCX)
6.88
-0.01
(-0.15%)
As of August 19 at 8:00:39 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | 5.59% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Feb 1, 2019) | 18.33% |
| Worst 1Y Total Return (Feb 1, 2019) | -5.43% |
| Best 3Y Total Return | 18.33% |
| Worst 3Y Total Return | 5.73% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MXRCX
Category
- YTD
- -1.83%
- 9.49%
- 1-Month
- 2.05%
- 1.04%
- 3-Month
- 13.13%
- 5.73%
- 1-Year
- 3.69%
- 29.95%
- 3-Year
- 5.44%
- 12.29%
- 5-Year
- 5.91%
- 12.13%
- 10-Year
- 8.40%
- 9.24%
- Last Bull Market
- 18.03%
- 19.43%
- Last Bear Market
- -15.62%
- -17.22%
Annual Total Return (%) History
Year
MXRCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -13.22% | 13.13% | -- | -- |
| 2019 | 8.74% | 3.03% | 0.96% | 4.61% |
| 2018 | -0.46% | 0.56% | 2.47% | -7.80% |
| 2017 | 4.45% | 3.09% | 3.27% | 3.31% |
| 2016 | 1.96% | 2.34% | 3.55% | 0.68% |
| 2015 | -5.54% | 2.74% | -- | -- |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 73 |
| 3-Month | 91 |
| 1-Year | 36 |
| 3-Year | 74 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 3.69% |
| 3-Year | 5.44% |
| 5-Year | 5.91% |
| 10-Year | 8.40% |
Performance & Risk
| YTD Return | 5.59% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2035 |
| Fund Family | Great-West Funds |
| Net Assets | 138.27M |
| YTD Return | -1.83% |
| Yield | 3.61% |
| Morningstar Rating | |
| Inception Date | May 01, 2015 |
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 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.
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