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    Great-West Lifetime 2025 I T1 (MXBLX)

    13.84 Up 0.02(0.14%) May 21
    Prev Close:13.82
    YTD Return*:2.31%
    Net Assets*:288.94M

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for MXBLX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Great-West Bond Index Init14.41N/A
    Great-West Federated Bond Init8.65N/A
    Great-West S&P 500® Index Init8.06N/A
    Great-West Putnam High Yield Bond Init7.26N/A
    PIMCO Real Return Admin6.16N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:288.94M
    Category:Target Date 2021-2025
    Annual Report Expense Ratio (net):0.22%

    Performance & Risk

    YTD Return:2.31%
    5y Avg Return:7.48%
    Rank in Category (ytd):93
    % Rank in Category (ytd):43.66%
    Beta (3y):0.88
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation and income consistent with its current asset allocation; after 2025, it seeks income and secondarily, capital growth. The fund invests in a professionally selected mix of underlying funds that is tailored for investors planning to retire in or close to 2025 which is assumed to be at age 65. The managers currently expect to invest 40-60% of its net assets in underlying funds that invest primarily in equity securities and 40-60% of its net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified. View More
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