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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 36 Target Date 2051+ 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 15.09 percent over the past year, and 10.01 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.6% |
| 1 Year | 15.1% |
| 3 Years (Annualized) | 10.0% |
| 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 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
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
Risk is Above Average compared to funds in the same category according to Morningstar.
