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    Great-West Lifetime 2015 III T1 (MXLZX)

    13.93 Down 0.03(0.21%) May 6
    Prev Close:13.96
    YTD Return*:2.34%
    Net Assets*:50.48M
    Yield*:2.37%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for MXLZX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Great-West Bond Index Init10.62N/A
    Great-West S&P 500® Index Init9.60N/A
    PIMCO Real Return Admin8.40N/A
    Great-West Federated Bond Init6.38N/A
    Great-West Putnam High Yield Bond Init5.39N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:50.48M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.22%

    Performance & Risk

    YTD Return:2.34%
    5y Avg Return:8.04%
    Rank in Category (ytd):65
    % Rank in Category (ytd):34.57%
    Beta (3y):0.93
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation and income consistent with its current asset allocation; after 2015, 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 2015 which is assumed to be at age 65. It invests 45-65% of net assets in underlying funds that invest primarily in equity securities and 35-55% of net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified. View More
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