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Great-West Lifetime 2015 III T1 (MXLZX)

14.55 Up 0.01(0.07%) Jul 11
Prev Close:14.55
YTD Return*:5.82%
Net Assets*:42.14M
Yield*:3.25%

* As of 30-Jun-14

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 Init10.43N/A
Great-West S&P 500® Index Init10.08N/A
PIMCO Real Return Admin7.29N/A
Great-West Federated Bond Init6.26N/A
Great-West International Index Init4.61N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:42.14M
Category:Target Date 2011-2015
Annual Report Expense Ratio (net):0.22%

Performance & Risk

YTD Return:5.82%
5y Avg Return:11.98%
Rank in Category (ytd):10
% Rank in Category (ytd):5.21%
Beta (3y):1.06
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 50-70% of net assets in underlying funds that invest primarily in equity securities and 30-50% of net assets in underlying funds that invest primarily in fixed income securities. It is non-diversified. View More
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