2 / 5 Stars
2 2 1 5 1
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 13.67 percent over the past year, and 8.75 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and income consistent with the current asset allocation. The fund invests in a professionally selected mix of underlying funds that is tailored for investors planning to retire in, or close to, 2055 (which is assumed to be at age 65). It is currently expected to invest 75-98% of net assets in underlying portfolios that invest primarily in equity securities 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 SecureFoundation® Lifetime 2055 Fund has an expense ratio of 0.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.