Great-West Lifetime 2045 Fund I

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

U.S. News evaluated 47 Target Date 2041-2045 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

See full Target Date 2041-2045 rankings

See more fund rankings

Performance

The fund has returned 19.37 percent over the past year, 10.55 percent over the past three years, and 14.39 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 19.4%
3 Years (Annualized) 10.6%
5 Years (Annualized) 14.4%
10 Years (Annualized) N/A

See more MXNLX performance

Summary

The investment seeks capital appreciation and income consistent with its current asset allocation; after 2045, 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 2045 which is assumed to be at age 65. It invests 65-90% of net assets in underlying funds that invest primarily in equities and 10-35% 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 2045 Fund I has an expense ratio of 0.22 percent.

See more MXNLX fees

Risk

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

See more MXNLX risk