3 / 5 Stars
4 4 1 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 51 Target Date 2036-2040 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 20.90 percent over the past year, and 11.18 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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, 2040 (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 70-95% of net assets in underlying funds that invest primarily in equity securities and 5-30% of 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 SecureFoundation® Lifetime 2040 Fund has an expense ratio of 0.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.