Great West T Rowe Fund Quote
MXYKX Fund | USD 6.51 0.10 1.51% |
Performance10 of 100
| Odds Of DistressLess than 38
|
Great-west is trading at 6.51 as of the 28th of March 2024; that is -1.51 percent decrease since the beginning of the trading day. The fund's open price was 6.61. Great-west has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Great West T Rowe are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of mid-capitalization companies. For purposes of the 80 percent policy, the manager considers mid cap companies to be those whose market capitalization falls within the range of the Russell MidCap Growth Index at the time of initial purchase.. More on Great West T Rowe
Moving together with Great-west Mutual Fund
0.61 | USG | USCF Gold Strategy Symbol Change | PairCorr |
0.83 | MXAGX | Great-west Lifetime 2020 | PairCorr |
0.72 | MXAKX | Great-west Lifetime 2020 | PairCorr |
0.83 | MXAHX | Great-west Lifetime 2020 | PairCorr |
0.84 | MXBQX | Great-west Lifetime 2050 | PairCorr |
0.83 | MXBOX | Great-west Lifetime 2050 | PairCorr |
0.82 | MXBPX | Great-west Moderately | PairCorr |
Great-west 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 Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Great-West Funds (View all Sectors) |
Update Date | 31st of March 2024 |
Great West T Rowe [MXYKX] is traded in USA and was established 28th of March 2024. Great-west is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Great-West Funds family. This fund now has accumulated 1.62 B in assets with no minimum investment requirementsGreat-west T Rowe is currently producing year-to-date (YTD) return of 7.05% with the current yeild of 0.0%, while the total return for the last 3 years was 3.66%.
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 T Rowe 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 T Rowe Mutual Fund Constituents
ROP | Roper Technologies Common | Stock | Industrials |
MCHP | Microchip Technology | Stock | Information Technology |
GPN | Global Payments | Stock | Financials |
LHX | L3Harris Technologies | Stock | Industrials |
BRKR | Bruker | Stock | Health Care |
ST | Sensata Technologies Holding | Stock | Industrials |
IEX | IDEX Corporation | Stock | Industrials |
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 12.65%. The Great West T Rowe 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 T Rowe has a beta of -0.5488. This indicates as returns on benchmark increase, returns on holding Great-west are expected to decrease at a much lower rate. During the bear market, however, Great West T Rowe is likely to outperform the market. Additionally, great West T Rowe has an alpha of 0.1957, implying that it can generate a 0.2 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 12.65 (This Great West T Rowe probability density function shows the probability of Great-west Mutual Fund to fall within a particular range of prices over 90 days) .
Great-west Top Holders
MXHRX | Great West Moderately Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
MXGTX | Great West Aggressive Profile | Mutual Fund | Allocation--85%+ Equity |
MXBPX | Great West Moderately Aggressive | Mutual Fund | Allocation--70% to 85% Equity |
MXAPX | Great West Aggressive Profile | Mutual Fund | Allocation--85%+ Equity |
Great-west T Rowe 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 | 0.9636 | |||
Semi Deviation | 2.32 | |||
Standard Deviation | 2.43 | |||
Variance | 5.92 |
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 T Rowe 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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How to buy Great-west 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 T Rowe 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 T Rowe 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 T Rowe, 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 T Rowe?
The danger of trading Great West T Rowe 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 T Rowe 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 T Rowe. 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 industry. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Complementary Tools for Great-west Mutual Fund analysis
When running Great-west's price analysis, check to measure Great-west's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Great-west is operating at the current time. Most of Great-west's value examination focuses on studying past and present price action to predict the probability of Great-west's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Great-west's price. Additionally, you may evaluate how the addition of Great-west to your portfolios can decrease your overall portfolio volatility.
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