4 / 5 Stars
4 4 2 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 15.64 percent over the past year, and 9.09 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Great-West Lifetime 2025 Fund III has an expense ratio of 0.12 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.