Great-West Lifetime 2015 Fund I

Scorecard
3 / 5 Stars
Lipper
2 2 5 3 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 46 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 6.15 percent over the past year, and 6.00 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 6.2%
3 Years (Annualized) 6.0%
5 Years (Annualized) N/A
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 0.22 percent.

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Risk

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

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