Great West Lifetime 2040 Fund Quote
| MXBGX Fund | USD 11.36 0.06 0.53% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Great-west Lifetime is trading at 11.36 as of the 26th of November 2024; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 11.3. Great-west Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Great West Lifetime 2040 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th 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 planning to retire in , or close to, 2040 . 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 2040
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Great-West Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Great West Lifetime 2040 [MXBGX] is traded in USA and was established 26th 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 2040 category and is part of Great-West Funds family. This fund now has accumulated 115.39 M in assets with no minimum investment requirementsGreat West Lifetime is currently producing year-to-date (YTD) return of 13.36% with the current yeild of 0.02%, while the total return for the last 3 years was 3.64%.
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 2040 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 2040 Mutual Fund Constituents
| ODVIX | Oppenheimer Developing Markets | Mutual Fund | Diversified Emerging Mkts | |
| FPADX | Fidelity Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| MXCOX | Great West Bond Index | Mutual Fund | Intermediate Core Bond | |
| MXENX | Great West Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| MXERX | Great West Sp Small | Mutual Fund | Small Blend | |
| MXGSX | Great West Multi Manager Large | Mutual Fund | Large Growth | |
| MXHTX | Great West Mfs International | Mutual Fund | Foreign Large Growth | |
| MXJVX | Great West Mfs International | Mutual Fund | Foreign Large Blend |
Great West Lifetime Risk Profiles
| Mean Deviation | 0.4282 | |||
| Standard Deviation | 0.6663 | |||
| Variance | 0.4439 | |||
| Risk Adjusted Performance | (0.02) |
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.
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