4 / 5 Stars
5 5 3 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 7.71 percent over the past year, and 7.31 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||7.3%|
|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 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 0.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.