| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
U.S. News evaluated 43 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
Performance
The fund has returned 15.23 percent over the past year, and 10.18 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.7% |
| 1 Year | 15.2% |
| 3 Years (Annualized) | 10.2% |
| 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 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 85-98% of net assets in underlying funds that invest primarily in equities and 2-15% of net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Great-West Lifetime 2045 Fund III has an expense ratio of 0.12 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
