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U.S. News evaluated 45 Target Date 2026-2030 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 13.29 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.4% |
| 1 Year | 13.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation and income consistent with its current asset allocation. The fund invests in a professionally selected mix of underlying funds that is tailored for investors planning to retire in, or close to, 2030 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. The fund typically invests 70-90% of net assets in underlying funds that invest primarily in equity securities and 10-30% of 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 SecureFoundation® Lifetime 2030 Fund has an expense ratio of 0.12 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
