Great West Lifetime 2025 Fund Quote
| MXELX Fund | USD 13.44 0.01 0.07% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Great West is trading at 13.44 as of the 18th of April 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 13.43. Great West has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Great West Lifetime 2025 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of February 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in , or close to, 2025 . It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. More on Great West Lifetime 2025
Moving together with Great Mutual Fund
| 0.94 | SFBPX | Great West Securefou | PairCorr |
| 0.95 | MXAGX | Great West Lifetime | PairCorr |
| 1.0 | MXAKX | Great West Lifetime | PairCorr |
| 1.0 | MXAHX | Great West Lifetime | PairCorr |
| 0.96 | MXBOX | Great West Lifetime | PairCorr |
| 0.96 | MXBPX | Great West Moderately | PairCorr |
| 0.96 | MXBSX | Great West Lifetime | PairCorr |
Great Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Great West's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Great West or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Great-West Funds, Large Blend Funds, Target-Date 2025 Funds, Target-Date 2025, Great-West Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Great West Lifetime 2025 [MXELX] is traded in USA and was established 18th of April 2024. Great West is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Target-Date 2025 category and is part of Great-West Funds family. This fund now has accumulated 1.77 B in assets with no minimum investment requirementsGreat West Lifetime is currently producing year-to-date (YTD) return of 0.75% with the current yeild of 0.02%, while the total return for the last 3 years was 0.55%.
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 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 Lifetime 2025 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 Lifetime 2025 Mutual Fund Constituents
| MXFRX | Great West Putnam High | Mutual Fund | High Yield Bond |
| MXGSX | Great West Multi Manager Large | Mutual Fund | Large Growth |
| MXIOX | Great West Inflation Protected Securities | Mutual Fund | Inflation-Protected Bond |
| MXKWX | Great West Sp 500 | Mutual Fund | Large Blend |
| MXNZX | Great West Sp Mid | Mutual Fund | Mid-Cap Blend |
| MXTFX | Great West Loomis Sayles | Mutual Fund | Small Value |
| MXVHX | Great West T Rowe | Mutual Fund | Large Value |
Great West Target Price Odds Analysis
Based on a normal probability distribution, the odds of Great West jumping above the current price in 90 days from now is about 75.31%. The Great West Lifetime 2025 probability density function shows the probability of Great West mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Great West Lifetime 2025 has a beta of -0.005. This indicates as returns on the benchmark increase, returns on holding Great West are expected to decrease at a much lower rate. During a bear market, however, Great West Lifetime 2025 is likely to outperform the market. Additionally, great West Lifetime 2025 has an alpha of 0.0059, implying that it can generate a 0.005874 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Great West to move above the current price in 90 days from now is about 75.31 (This Great West Lifetime 2025 probability density function shows the probability of Great Mutual Fund to fall within a particular range of prices over 90 days) .
Great West Lifetime Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Great West market risk premium is the additional return an investor will receive from holding Great West long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Great West. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Great West's alpha and beta are two of the key measurements used to evaluate Great West's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2904 | |||
| Semi Deviation | 0.4124 | |||
| Standard Deviation | 0.4313 | |||
| Variance | 0.186 |
Great West Against Markets
Picking the right benchmark for Great West mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Great West mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Great West is critical whether you are bullish or bearish towards Great West Lifetime 2025 at a given time. Please also check how Great West's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Great West without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Great Mutual Fund?
Before investing in Great West, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Great West. To buy Great West fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Great West. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Great West fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Great West Lifetime 2025 fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Great West Lifetime 2025 fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Great West Lifetime 2025, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Great West Lifetime 2025?
The danger of trading Great West Lifetime 2025 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Great West is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Great West. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Great West Lifetime is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Great West Lifetime 2025. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.