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 Dow Down 0.72% Nasdaq Down 0.50%

Great-West SecureFoundation LT 2055 G1 (MXSZX)

13.36 Down 0.07(0.52%) Jul 25
Prev Close:13.43
YTD Return*:5.37%
Net Assets*:2.51M
Yield*:1.49%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for MXSZX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Great-West S&P 500® Index Init30.51N/A
Great-West International Index Init25.74N/A
Great-West S&P Mid Cap 400® Index Init13.10N/A
Great-West S&P SmallCap 600® Index Init12.37N/A
Northern Emerging Markets Equity Index10.37N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.51M
Category:Target Date 2051+
Annual Report Expense Ratio (net):0.22%

Performance & Risk

YTD Return:5.37%
5y Avg Return:N/A
Rank in Category (ytd):69
% Rank in Category (ytd):44.23%
Beta (3y):1.60
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation and income consistent with the 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, 2055 (which is assumed to be at age 65). It is currently expected to invest 75-98% of net assets in underlying portfolios that invest primarily in equity securities and 2-25% of net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified. View More
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