Great-West Lifetime 2035 Fund III

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

U.S. News evaluated 48 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.

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Performance

The fund has returned 18.96 percent over the past year, and 10.08 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 19.0%
3 Years (Annualized) 10.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and income consistent with its current asset allocation; after 2035, it seeks income and secondarily capital growth. The fund invests in a professionally selected mix of mutual funds that is tailored for investors planning to retire in or close to 2035 which is assumed to be at age 65. It invests 80-98% of net assets in underlying funds that invest primarily in equities and 2-20% of net assets in underlying funds that invest primarily 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 III has an expense ratio of 0.22 percent.

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Risk

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

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