Great-West Lifetime 2025 Fund III

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

U.S. News evaluated 47 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 18.25 percent over the past year, 10.35 percent over the past three years, and 14.25 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.1%
1 Year 18.3%
3 Years (Annualized) 10.3%
5 Years (Annualized) 14.3%
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. It currently expects to invest 70-90% of its net assets in underlying funds that invest primarily in equity securities and 10-30% of its net assets in underlying funds that invest in fixed income securities. It is non-diversified.

Fees

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

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Risk

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

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