Great West Sp Small Fund Quote
| MXISX Fund | USD 14.73 0.01 0.07% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Great-west is trading at 14.73 as of the 29th of November 2024; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 14.74. Great-west has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Great West Sp Small 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 normally invests at least 80 percent of its net assets in common stocks of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stocks weight in the benchmark index.. More on Great West Sp Small
Moving together with Great-west Mutual Fund
Moving against Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Funds, Small Blend Funds, Small Blend, Great-West Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Great West Sp Small [MXISX] is traded in USA and was established 29th of November 2024. Great-west is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Great-West Funds family. This fund now has accumulated 979.02 M in assets with no minimum investment requirementsGreat West Sp is currently producing year-to-date (YTD) return of 16.09% with the current yeild of 0.0%, while the total return for the last 3 years was 3.11%.
Check Great-west 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 Sp Small 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 Sp Small Mutual Fund Constituents
| AMN | AMN Healthcare Services | Stock | Health Care | |
| CBU | Community Bank System | Stock | Financials | |
| TTEK | Tetra Tech | Stock | Industrials | |
| POWI | Power Integrations | Stock | Information Technology | |
| GME | GameStop Corp | Stock | Consumer Discretionary | |
| NGVT | Ingevity Corp | Stock | Materials | |
| AMED | Amedisys | Stock | Health Care | |
| SR | Spire Inc | Stock | Utilities |
Great West Sp Risk Profiles
| Mean Deviation | 0.9248 | |||
| Semi Deviation | 0.9493 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.85 |
Great-west Against Markets
Other Information on Investing in Great-west Mutual Fund
Great-west 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 security.
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