Great West Lifetime 2020 Fund Quote
MXAGX Fund | USD 10.74 0.01 0.09% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Great-west Lifetime is trading at 10.74 as of the 29th of November 2024; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 10.75. Great-west Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Great West Lifetime 2020 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors who retired in , or close to, 2020 . It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. More on Great West Lifetime 2020
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
Fund Concentration | Great-West Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, Great-West Funds (View all Sectors) |
Update Date | 30th of September 2024 |
Great West Lifetime 2020 [MXAGX] is traded in USA and was established 29th of November 2024. Great-west Lifetime is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of Great-West Funds family. This fund now has accumulated 179.53 M in assets with no minimum investment requirementsGreat West Lifetime is currently producing year-to-date (YTD) return of 8.59% with the current yeild of 0.02%, while the total return for the last 3 years was 1.82%.
Check Great-west Lifetime Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Great-west Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Great-west Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Great West Lifetime 2020 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Great West Lifetime 2020 Mutual Fund Constituents
MXKWX | Great West Sp 500 | Mutual Fund | Large Blend | |
PRRIX | Real Return Fund | Mutual Fund | Inflation-Protected Bond | |
MXZMX | Great West Templeton Global | Mutual Fund | World Bond | |
MXXJX | Great West Short Duration | Mutual Fund | Short-Term Bond | |
MXVHX | Great West T Rowe | Mutual Fund | Large Value | |
MXUGX | Great West Loomis Sayles | Mutual Fund | Multisector Bond | |
MXPBX | Great West International Index | Mutual Fund | Foreign Large Blend | |
MXNZX | Great West Sp Mid | Mutual Fund | Mid-Cap Blend |
Great West Lifetime Risk Profiles
Mean Deviation | 0.2339 | |||
Semi Deviation | 0.2982 | |||
Standard Deviation | 0.3342 | |||
Variance | 0.1117 |
Great-west Lifetime Against Markets
Other Information on Investing in Great-west Mutual Fund
Great-west Lifetime financial ratios help investors to determine whether Great-west Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Great-west with respect to the benefits of owning Great-west Lifetime security.
Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |