4 / 5 Stars
4 4 3 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 14.15 percent over the past year, 8.56 percent over the past three years, and 12.05 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||12.0%|
|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 50-70% of net assets in underlying funds that invest primarily in equity securities and 30-50% 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 III has an expense ratio of 0.12 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.