Great West is trading at 10.72 as of the 23rd of January 2025; that is 1.32 percent up since the beginning of the trading day. The fund's open price was 10.58. Great West has about a 21 % 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. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 23rd of January 2025. Click here to learn more.
The fund normally invests 45-65 percent of its net assets in underlying funds that invest primarily in equity securities and 35-55 percent of its net assets in underlying funds that invest primarily in fixed income securities. It currently invests primarily in underlying funds designed to track the performance of a specified securities index. More on Great West Securefoundation Balanced
Great West Securefoundation Balanced [MXLDX] is traded in USA and was established 23rd of January 2025. Great West is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Great-West Funds family. This fund now has accumulated 815.03 M in assets with no minimum investment requirementsGreat West Securefou is currently producing year-to-date (YTD) return of 0.86% with the current yeild of 0.02%, while the total return for the last 3 years was 2.01%.
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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 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 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 Securefoundation Balanced 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.
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Other Information on Investing in Great Mutual Fund
Great West financial ratios help investors to determine whether Great 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 with respect to the benefits of owning Great West security.