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    Great-West SecureFoundation LT 2040 G1 (MXESX)

    13.14 Up 0.09(0.69%) May 27
    Prev Close:13.14
    YTD Return*:4.01%
    Net Assets*:64.30M

    * As of 30-Apr-15

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


    • No Headlines available for MXESX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Great-West S&P 500® Index Init33.35N/A
    Great-West International Index Init23.10N/A
    Great-West S&P Mid Cap 400® Index Init14.34N/A
    Great-West Bond Index Init11.64N/A
    Great-West S&P SmallCap 600® Index Init11.06N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:64.3M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.22%

    Performance & Risk

    YTD Return:4.01%
    5y Avg Return:N/A
    Rank in Category (ytd):39
    % Rank in Category (ytd):15.29%
    Beta (3y):1.44
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation and income consistent with its 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, 2040 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. The fund typically invests 70-95% of net assets in underlying funds that invest primarily in equity securities and 5-30% of net assets in underlying funds that invest in fixed income securities. It is non-diversified. View More
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