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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 43 Target Date 2031-2035 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 12.97 percent over the past year, and 9.31 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.8% |
| 1 Year | 13.0% |
| 3 Years (Annualized) | 9.3% |
| 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 2035, the fund 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 2035 which is assumed to be at age 65. It invests 60-90% of net assets in underlying funds that invest primarily in equities and 10-40% of net assets in underlying funds that invest in fixed income securities. The fund is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Great-West Lifetime 2035 Fund I has an expense ratio of 0.22 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
