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Nasdaq - Delayed Quote USD

Great-West Funds, Inc. - Great-West SecureFoundation Lifetime 2035 (MXSRX)

11.97
+0.04
+(0.34%)
At close: November 9 at 8:00:41 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 6.07%
5y Average Return 6.19%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Feb 1, 2019) 22.30%
Worst 1Y Total Return (Feb 1, 2019) -6.82%
Best 3Y Total Return 22.30%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXSRX
Category
YTD
10.28%
9.49%
1-Month
0.08%
1.04%
3-Month
1.56%
5.73%
1-Year
20.09%
29.95%
3-Year
12.24%
12.29%
5-Year
9.76%
12.13%
10-Year
10.08%
9.24%
Last Bull Market
18.91%
19.43%
Last Bear Market
-17.68%
-17.22%

Annual Total Return (%) History

Year
MXSRX
Category
2021
--
--
2020
13.09%
14.04%
2019
19.67%
22.04%
2018
-6.82%
-7.04%
2017
16.80%
18.43%
2016
9.29%
7.57%
2015
-1.43%
-1.76%
2014
5.36%
5.24%

2013
22.30%
20.00%
2012
14.61%
14.64%
2011
-3.10%
-3.51%
2010
11.34%
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 3.96% 4.46% -- --
2020 -15.61% 14.58% 4.54% 11.86%
2019 9.29% 3.05% 0.42% 5.81%
2018 -0.70% 1.00% 3.06% -9.85%
2017 4.79% 3.16% 3.79% 4.11%
2016 1.55% 1.90% 4.00% 1.55%
2015 2.85% -0.24% -6.89% 3.18%
2014 1.36% 3.96% -2.39% 2.42%
2013 7.16% 0.40% 6.61% 6.63%
2012 10.27% -3.75% 5.37% 2.48%

2011 4.54% 0.68% -15.27% 8.66%
2010 3.40% -10.42% 11.28% 8.02%

Rank in Category (By Total Return)

YTD 85
1-Month 10
3-Month 77
1-Year 74
3-Year 91
5-Year 88

Load Adjusted Returns

1-Year 20.17%
3-Year 9.44%
5-Year 9.95%
10-Year 10.59%

Performance & Risk

YTD Return 6.07%
5y Average Return 6.19%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Great-West Funds
Net Assets 18.07M
YTD Return 10.28%
Yield 4.33%
Morningstar Rating
Inception Date Nov 13, 2009

Fund Summary

The investment seeks long-term capital appreciation and income consistent with the current asset allocation. The fund invests in a professionally selected mix of underlying funds that is tailored for investors planning to retire in, or close to, 2035 (which is assumed to be at age 65). The managers currently expect to invest 55-75% of the fund's net assets in underlying funds that invest primarily in equity securities and 25-45% of the fund's 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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