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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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • DailyAccess Corporation RTC

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.

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

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

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