4 / 5 Stars
5 5 2 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 18.83 percent over the past year, and 11.51 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||16.7%|
|3 Years (Annualized)||11.5%|
|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 0.22 percent.
Risk is High compared to funds in the same category according to Morningstar.