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 Dow Down 0.16% Nasdaq Up 0.40%

Great-West Lifetime 2035 I T1 (MXHLX)

16.09 Up 0.01(0.06%) Jul 23
Prev Close:16.08
YTD Return*:5.83%
Net Assets*:245.25M
Yield*:2.49%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for MXHLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Great-West S&P 500® Index Init12.08N/A
Great-West Bond Index Init9.68N/A
Great-West International Index Init7.64N/A
Great-West Federated Bond Init5.81N/A
Great-West S&P Mid Cap 400® Index Init5.17N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:245.25M
Category:Target Date 2031-2035
Annual Report Expense Ratio (net):0.22%

Performance & Risk

YTD Return:5.83%
5y Avg Return:13.48%
Rank in Category (ytd):30
% Rank in Category (ytd):15.71%
Beta (3y):1.31
Morningstar Risk Rating:1

Fund Summary

The investment seeks capital appreciation and income consistent with its current asset allocation; after 2035, the fund 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 2035 which is assumed to be at age 65. It invests 60-90% of net assets in underlying funds that invest primarily in equities and 10-40% of net assets in underlying funds that invest in fixed income securities. The fund is non-diversified. View More
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