4 / 5 Stars
4 4 4 2 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 9.47 percent over the past year, and 7.32 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and income consistent with the current asset allocation. 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 normally 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. The fund is non-diversified.
Fees are High compared to funds in the same category.
Great-West SecureFoundation® Lifetime 2015 Fund has an expense ratio of 0.37 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.