Great-West Lifetime 2025 Fund I

Scorecard
2 / 5 Stars
Lipper
1 1 4 4 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 49 Target Date 2021-2025 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 9.53 percent over the past year, and 7.10 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 9.5%
3 Years (Annualized) 7.1%
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 2025, 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 2025 which is assumed to be at age 65. It currently expects to invest 45-65% of its net assets in underlying funds that invest primarily in equity securities and 35-55% of its net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified.

Fees

Fees are Average compared to funds in the same category.
Great-West Lifetime 2025 Fund I has an expense ratio of 0.12 percent.

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Risk

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

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