3 / 5 Stars
3 3 1 3 2
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 43 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 13.80 percent over the past year, and 9.35 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||9.4%|
|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 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 are Low compared to funds in the same category.
Great-West Lifetime 2055 Fund III has an expense ratio of 0.12 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.