| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
U.S. News evaluated 44 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.
See all Great-West Funds funds
Performance
The fund has returned 10.92 percent over the past year, and 8.53 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.1% |
| 1 Year | 10.9% |
| 3 Years (Annualized) | 8.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
