UK markets closed

Great-West Lifetime 2035 Inv (MXKLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.04+0.10 (+0.72%)
At close: 06:45PM EDT

Great-West Lifetime 2035 Inv

Greenwood Village CO 80111

8515 E Orchard Rd

Empower Funds, Inc.

Management information
Maria L. Mendelsberg,Lead manager since 29 April 2018
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
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
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 2035
Fund familyEmpower Funds
Net assets1.39B
YTD return2.32%
Yield1.83%
Morningstar rating★★★
Inception date30 Apr 2009

Fund operations

Last dividend0.26
Last cap gain-8.00
Holdings turnover23.00%
Average for categoryN/A

Fees and expenses

ExpenseMXKLXCategory average
Annual report expense ratio (net)0.88%0.45%
Prospectus net expense ratio0.88%N/A
Prospectus gross expense ratio0.89%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.50%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A