3 / 5 Stars
4 3 4 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 43 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.
The fund has returned 10.03 percent over the past year, and 7.94 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||8.1%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 40-60% of net assets in underlying funds that invest primarily in equity securities and 40-60% of net assets in underlying funds that invest primarily in fixed income securities. It is non-diversified.
Fees are Low compared to funds in the same category.
Great-West Lifetime 2015 Fund II has an expense ratio of 0.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.