Great West Moderately Servative Fund Quote
| MXDPX Fund | USD 8.47 0.01 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Great-west Moderately is trading at 8.47 as of the 29th of November 2024; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 8.46. Great-west Moderately 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 Moderately Servative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests assets in funds according to the following asset allocation ranges 0 percent to 30 percent of assets in international funds, 0 percent to 10 percent of assets in emerging markets funds, 0 percent to 15 percent of assets in small cap funds, 0 percent to 25 percent of assets in mid cap funds, 10 percent to 40 percent in large cap funds, 0-10 percent of assets in real estate, 20 percent to 40 percent in bond funds and 10 percent to 30 percent in short term bond funds. More on Great West Moderately Servative
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Great-West Funds, Large Blend, Allocation--30% to 50% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Great West Moderately Servative [MXDPX] is traded in USA and was established 29th of November 2024. Great-west Moderately is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Great-West Funds family. This fund now has accumulated 409.09 M in assets with no minimum investment requirementsGreat West Moderately is currently producing year-to-date (YTD) return of 8.5% with the current yeild of 0.01%, while the total return for the last 3 years was 2.33%.
Check Great-west Moderately 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 Moderately Servative 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 Moderately Servative Mutual Fund Constituents
| MXDQX | Great West Government Mortgage | Mutual Fund | Intermediate Government | |
| MXGSX | Great West Multi Manager Large | Mutual Fund | Large Growth | |
| MXIUX | Great West E Bond | Mutual Fund | Intermediate Core Bond | |
| MXJVX | Great West Mfs International | Mutual Fund | Foreign Large Blend | |
| MXKJX | Great West Goldman Sachs | Mutual Fund | Mid-Cap Value | |
| MXSFX | Great West Real Estate | Mutual Fund | Real Estate | |
| MXUGX | Great West Loomis Sayles | Mutual Fund | Multisector Bond | |
| MXVHX | Great West T Rowe | Mutual Fund | Large Value |
Great West Moderately Risk Profiles
| Mean Deviation | 0.227 | |||
| Standard Deviation | 0.3563 | |||
| Variance | 0.127 | |||
| Risk Adjusted Performance | (0.02) |
Great-west Moderately Against Markets
Other Information on Investing in Great-west Mutual Fund
Great-west Moderately 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 Moderately security.
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