Great West Lifetime 2040 Fund Minimum Initial Investment
| MXBDX Fund | USD 11.36 0.06 0.53% |
Great West Lifetime 2040 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 2040 Mutual Fund Minimum Initial Investment Analysis
Great-west Lifetime's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Great West Lifetime 2040 has a Minimum Initial Investment of 0.0. This indicator is about the same for the Great-West Funds average (which is currently at 0.0) family and about the same as Target-Date 2040 (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Great-west Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Great-west Lifetime's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Great-west Lifetime could also be used in its relative valuation, which is a method of valuing Great-west Lifetime by comparing valuation metrics of similar companies.Great West is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Great-west Lifetime
The fund consists of 79.35% investments in stocks, with the rest of investments allocated between bonds, cashand 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 | 315.44 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 14.18 % | ||||
| One Year Return | 20.64 % | ||||
| Three Year Return | 4.19 % | ||||
| Five Year Return | 8.24 % | ||||
| Net Asset | 115.39 M | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 1.05 % | ||||
| Equity Positions Weight | 79.35 % | ||||
| Bond Positions Weight | 2.77 % |
About Great-west Lifetime Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Great West Lifetime 2040's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Great-west Lifetime using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Great West Lifetime 2040 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.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.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |