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Great-West Lifetime 2060 Fund Class L (MXGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.23-0.02 (-0.20%)
As of 08:00PM EDT. Market open.

Great-West Lifetime 2060 Fund Class L

Great-West Funds, Inc

8525 E Orchard Rd

Greenwood Village CO 80111

866-831-7129
Management information
Maria Mendelsberg,Lead manager since 30 April 2019
Maria Mendelsberg, CFA, Portfolio Manager, has managed the Funds since 2018. In addition to the Funds, Ms. Mendelsberg manages the Great-West Profile Funds, Great-West Conservative Lifetime Funds, and Great-West SecureFoundation Funds. Ms. Mendelsberg was previously a Partner and Investment Principal/Equity Analyst at Cambiar Investors from 1997-2016. Ms. Mendelsberg received a B.A. in Economics and Classics from Brown University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryTarget-Date 2060+
Fund familyGreat-West Funds
Net assets2.02M
YTD return-7.97%
Yield2.07%
Morningstar ratingN/A1
Inception date30 Apr 2019

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnover24.30%
Average for categoryN/A

Fees and expenses

ExpenseMXGVXCategory average
Annual report expense ratio (net)1.20%0.39%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.21%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.29%
Max deferred sales loadN/A1.85%
3-yr expense projection383N/A
5-yr expense projection664N/A
10-yr expense projection1,465N/A