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Great-West Funds, Inc. - Great-West SecureFoundation Lifetime 2055 Fund (MXSYX)

13.21
+0.06
+(0.46%)
At close: November 9 at 8:00:41 PM EST
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  • Previous Close 13.15
  • YTD Return 13.99%
  • Expense Ratio 0.66%
  • Category Target-Date 2055
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.57M
  • Beta (5Y Monthly) 1.52
  • Yield 5.40%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.01
  • Inception Date Nov 13, 2009

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, 2055 (which is assumed to be at age 65). It is currently expected to invest 75-98% of its net assets in underlying funds that invest primarily in equity securities and 2-25% 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 Funds

Fund Family

Target-Date 2055

Fund Category

3.57M

Net Assets

2009-11-13

Inception Date

Performance Overview: MXSYX

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Trailing returns as of 10/15/2021. Category is Target-Date 2055.

YTD Return

MXSYX
13.99%
Category
12.13%
 

1-Year Return

MXSYX
28.07%
Category
37.63%
 

3-Year Return

MXSYX
13.94%
Category
13.82%
 

5-Year Return

MXSYX
11.13%
Category
13.76%
 

Holdings: MXSYX

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Sector Weightings

SectorMXSYX
Technology   17.25%
Industrials   12.47%
Healthcare   11.55%
Real Estate   4.46%
Energy   3.30%
Utilities   2.59%

Recent News: MXSYX

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Research Reports: MXSYX

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