Great-West Lifetime 2015 Fund I

Scorecard
2 / 5 Stars
Lipper
2 2 5 4 1
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 45 Target Date 2011-2015 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.82 percent over the past year, 6.71 percent over the past three years, and 9.74 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 10.8%
3 Years (Annualized) 6.7%
5 Years (Annualized) 9.7%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and income consistent with its current asset allocation; after 2015, it seeks income and secondarily capital growth. The fund invests in a professionally selected mix of underlying funds that is tailored for investors planning to retire in or close to 2015 which is assumed to be at age 65. It invests 30-50% of net assets in underlying funds that invest primarily in equity securities and 50-70% of net assets in underlying funds that invest primarily in fixed income securities. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Great-West Lifetime 2015 Fund I has an expense ratio of 0.12 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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