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Great-West Lifetime Conservative 2055 Fund Institutional Class (MXXFX)

6.51
-0.01
(-0.15%)
As of August 19 at 8:00:39 PM EDT. Market Open.
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  • Previous Close 6.52
  • YTD Return -6.20%
  • Expense Ratio 0.56%
  • Category Target-Date 2055
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 43.51M
  • Beta (5Y Monthly) 1.45
  • Yield 3.80%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.07
  • Inception Date May 1, 2015

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, 2055. The advisor currently expects to invest 70-90% of its net assets in underlying funds that invest primarily in equity securities and 10-30% 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

43.51M

Net Assets

2015-05-01

Inception Date

Performance Overview: MXXFX

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Trailing returns as of 6/30/2020. Category is Target-Date 2055.

YTD Return

MXXFX
6.20%
Category
12.13%
 

1-Year Return

MXXFX
0.76%
Category
37.63%
 

3-Year Return

MXXFX
4.88%
Category
13.82%
 

5-Year Return

MXXFX
5.98%
Category
13.76%
 

Holdings: MXXFX

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Sector Weightings

SectorMXXFX
Technology   14.77%
Industrials   12.10%
Healthcare   11.14%
Real Estate   9.81%
Energy   3.87%
Utilities   2.78%

Recent News: MXXFX

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Research Reports: MXXFX

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