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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.30% |
| Worst 1Y Total Return | -6.82% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MXSRX | Category Average | MXSRX | Category Average | MXSRX | Category Average | |
| Alpha | -1.79 | -0.01 | -0.67 | -0 | -0.24 | -0.01 |
| BETA | 1.16 | 0.01 | 1.16 | 0.01 | 1.22 | 0.01 |
| Mean Annual Return | 0.83 | 0.01 | 0.84 | 0.01 | 0.89 | 0.01 |
| R-squared | 98.78 | 0.98 | 98.13 | 0.98 | 96.99 | 0.97 |
| Standard Deviation | 13.41 | 0.14 | 10.8 | 0.12 | 10.26 | 0.11 |
| Sharpe Ratio | 0.66 | 0.01 | 0.83 | 0.01 | 0.97 | 0.01 |
| Treynor Ratio | 7.24 | 0.09 | 7.61 | 0.09 | 8.14 | 0.07 |
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