Great West Lifetime Servative Fund One Year Return
Great West Lifetime Servative fundamentals help investors to digest information that contributes to Great-west Lifetime's financial success or failures. It also enables traders to predict the movement of Great-west Mutual Fund. The fundamental analysis module provides a way to measure Great-west Lifetime's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Great-west Lifetime mutual fund.
Great-west |
Great West Lifetime Servative Mutual Fund One Year Return Analysis
Great-west Lifetime's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Great-west Lifetime One Year Return | 5.89 % |
Most of Great-west Lifetime's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Great West Lifetime Servative is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Great West Lifetime Servative has an One Year Return of 5.89%. This is much higher than that of the Great-West Funds family and significantly higher than that of the Target-Date 2020 category. The one year return for all United States funds is notably lower than that of the firm.
Did you try this?
Run Price Ceiling Movement Now
Price Ceiling MovementCalculate and plot Price Ceiling Movement for different equity instruments |
| All Next | Launch Module |
Fund Asset Allocation for Great-west Lifetime
The fund invests 33.64% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (51.15%) , cash (2.88%) and various exotic instruments.Asset allocation divides Great-west Lifetime's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Great-west Fundamentals
| Total Asset | 5.64 M | |||
| One Year Return | 5.89 % | |||
| Three Year Return | 4.49 % | |||
| Net Asset | 5.64 M | |||
| Last Dividend Paid | 0.09 | |||
| Cash Position Weight | 2.88 % | |||
| Equity Positions Weight | 33.64 % | |||
| Bond Positions Weight | 51.15 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Other Consideration for investing in Great-west Mutual Fund
If you are still planning to invest in Great West Lifetime check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Great-west Lifetime's history and understand the potential risks before investing.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |