Great West E Strategies Fund Quote

MXEBX Fund  USD 15.71  0.15  0.96%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Great-west Core is trading at 15.71 as of the 15th of June 2024; that is 0.96 percent up since the beginning of the trading day. The fund's open price was 15.56. Great-west Core has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Great West E Strategies are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of June 2023 and ending today, the 15th of June 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 U.S. companies. The fund may have exposure to U.S. stocks across any market capitalization and style and the funds exposure will vary from time to time across sectors. More on Great West E Strategies

Moving together with Great-west Mutual Fund

  0.87SFBPX Great-west SecurefoundationPairCorr
  0.95MXAGX Great West LifetimePairCorr
  0.96MXAKX Great West LifetimePairCorr
  0.95MXAHX Great West LifetimePairCorr
  0.97MXBQX Great West LifetimePairCorr
  0.97MXBOX Great West LifetimePairCorr

Great-west Mutual Fund Highlights

Fund ConcentrationGreat-West Funds, Large Blend Funds, Large Blend, Great-West Funds, Large, Large Blend (View all Sectors)
Update Date30th of June 2024
Great West E Strategies [MXEBX] is traded in USA and was established 15th of June 2024. Great-west Core is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Great-West Funds family. This fund now has accumulated 9.14 M in assets with no minimum investment requirementsGreat-west Core is currently producing year-to-date (YTD) return of 11.9% with the current yeild of 0.04%, while the total return for the last 3 years was 8.44%.
Check Great-west Core 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 E Strategies 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 E Strategies Mutual Fund Constituents

IWDiShares Russell 1000EtfLarge Value
WMTWalmartStockConsumer Staples
VTWOVanguard Russell 2000EtfSmall Blend
TSLATesla IncStockConsumer Discretionary
REGNRegeneron PharmaceuticalsStockHealth Care
QCOMQualcomm IncorporatedStockInformation Technology
PYPLPayPal HoldingsStockFinancials
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Great-west Core Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Great-west Core market risk premium is the additional return an investor will receive from holding Great-west Core 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 Core. 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 Core's alpha and beta are two of the key measurements used to evaluate Great-west Core's performance over the market, the standard measures of volatility play an important role as well.

Great-west Core Against Markets

Other Information on Investing in Great-west Mutual Fund

Great-west Core 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 Core security.
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