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Great-West Moderately Agg Prfl L (MXFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.200.00 (0.00%)
At close: 08:00PM EDT

Great-West Moderately Agg Prfl L

Great-West Funds, Inc

8525 E Orchard Rd

Greenwood Village CO 80111

866-831-7129
Management information
Andrew L. Corwin,Lead manager since 30 April 2014
Andrew Corwin, CFA, Portfolio Manager, has managed since 2014. Andrew Corwin, Assistant Portfolio Manager, has joined Great-West Capital Management, LLC since 2011. Mr. Corwin was previously an Investment Analyst and Investment Consultant at Strategies, LLC 2009-2011. Mr. Corwin received a B.S. in business administration with an emphasis in finance as well as a minor in mathematics from the University of Colorado.
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

CategoryAllocation--70% to 85% Equity
Fund familyGreat-West Funds
Net assets921.69M
YTD return9.22%
Yield0.35%
Morningstar rating★★
Inception date28 Jul 2011

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnover63.00%
Average for categoryN/A

Fees and expenses

ExpenseMXFPXCategory average
Annual report expense ratio (net)1.26%0.71%
Prospectus net expense ratio1.26%N/A
Prospectus gross expense ratio1.29%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A4.99%
Max deferred sales loadN/A1.43%
3-yr expense projection406N/A
5-yr expense projection705N/A
10-yr expense projection1,554N/A