3 / 5 Stars
2 2 1 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 40 Target Date 2051+ 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 21.05 percent over the past year, and 11.14 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||17.2%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation and income consistent with its current asset allocation; after 2055, 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 2055 which is assumed to be at age 65. It invests 65-95% of net assets in underlying funds that invest primarily in equities and 5-35% of net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Great-West Lifetime 2055 Fund I has an expense ratio of 0.12 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.