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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.

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.

Great-West Lifetime Conservative 2035 Fund Institutional Class

Great-West Funds, Inc
8525 E Orchard Rd
866-831-7129

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 Operations

Last Dividend 0.09
Last Cap Gain 0.00
Holdings Turnover 27.00%
Average for Category --

Fees & Expenses

Expense MXRCX Category Average
Annual Report Expense Ratio (net) 0.51% 0.45%
Prospectus Net Expense Ratio 0.51% --
Prospectus Gross Expense Ratio 0.53% --
Max 12b1 Fee 0.00% --
Max Front End Sales Load -- 5.35%
Max Deferred Sales Load -- 1.50%
3 Yr Expense Projection 168 --
5 Yr Expense Projection 294 --
10 Yr Expense Projection 663 --

Management Information

Andrew L. Corwin, Lead Manager since May 01, 2014
Andrew Corwin, CFA, Portfolio Manager, has managed since 2014. Andrew Corwin, Assistant Portfolio Manager, has joined Great-West Capital Management, LLC since 2011. Mr. Corwin was previously an Investment Analyst and Investment Consultant at Strategies, LLC 2009-2011. Mr. Corwin received a B.S. in business administration with an emphasis in finance as well as a minor in mathematics from the University of Colorado.

Morningstar Style Box

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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.

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