Great-West Lifetime 2055 Fund III

Scorecard
3 / 5 Stars
Lipper
3 4 1 3 2
Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
C+ (Hold)

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.

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Performance

The fund has returned 21.58 percent over the past year, 11.38 percent over the past three years, and 15.40 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.1%
1 Year 21.6%
3 Years (Annualized) 11.4%
5 Years (Annualized) 15.4%
10 Years (Annualized) N/A

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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.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Highest Returns (10-year)

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