Great West Servative Profile Fund Quote
| MXCPX Fund | USD 7.80 0.01 0.13% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Great-west Conservative is trading at 7.80 as of the 2nd of December 2024; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 7.79. Great-west Conservative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Great West Servative Profile are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests assets in funds according to the following asset allocation ranges 0 percent to 15 percent of assets in equity international funds, 0 percent to 10 percent of assets in emerging markets funds, 0 percent to 15 percent of assets in small cap funds, 0 percent to 15 percent of assets in mid cap funds, 5 percent to 25 percent of assets in large cap funds, 0-10 percent of assets in real estate, 30 percent to 50 percent of assets in fixed income bond funds and 20 percent to 40 percent of assets in short term bond funds. More on Great West Servative Profile
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Great-West Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Great West Servative Profile [MXCPX] is traded in USA and was established 2nd of December 2024. Great-west Conservative is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Great-West Funds family. This fund now has accumulated 747.98 M in assets with no minimum investment requirementsGreat-west Conservative is currently producing year-to-date (YTD) return of 6.93% with the current yeild of 0.01%, while the total return for the last 3 years was 1.64%.
Check Great-west Conservative 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 Servative Profile 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 Servative Profile Mutual Fund Constituents
| MXDQX | Great West Government Mortgage | Mutual Fund | Intermediate Government | |
| MXFRX | Great West Putnam High | Mutual Fund | High Yield Bond | |
| MXIOX | Great West Inflation Protected Securities | Mutual Fund | Inflation-Protected Bond | |
| MXIUX | Great West E Bond | Mutual Fund | Intermediate Core Bond | |
| MXJVX | Great West Mfs International | Mutual Fund | Foreign Large Blend | |
| MXSFX | Great West Real Estate | Mutual Fund | Real Estate | |
| MXTFX | Great West Loomis Sayles | Mutual Fund | Small Value | |
| MXUGX | Great West Loomis Sayles | Mutual Fund | Multisector Bond |
Great-west Conservative Risk Profiles
| Mean Deviation | 0.177 | |||
| Standard Deviation | 0.2661 | |||
| Variance | 0.0708 | |||
| Risk Adjusted Performance | (0.03) |
Great-west Conservative Against Markets
Other Information on Investing in Great-west Mutual Fund
Great-west Conservative 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 Conservative security.
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