3 / 5 Stars
3 3 1 3 2
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 48 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 21.07 percent over the past year, 11.14 percent over the past three years, and 15.18 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||15.2%|
|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 75-98% of net assets in underlying funds that invest primarily in equities and 2-25% 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 II has an expense ratio of 0.12 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.