Great West Securefoundation Balanced Fund Quote
| SFBPX Fund | USD 12.17 0.01 0.08% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Great-west Securefoundation is trading at 12.17 as of the 30th of November 2024; that is 0.08% up since the beginning of the trading day. The fund's open price was 12.16. Great-west Securefoundation has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Great West Securefoundation Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests 45-65 percent of its net assets in underlying ETFs that invest primarily in equity securities and 35-55 percent of its net assets in underlying ETFs that invest primarily in fixed income securities. While the fund is non-diversified, it invests in diversified underlying holdings.. More on Great West Securefoundation Balanced
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Great-West Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Great West Securefoundation Balanced [SFBPX] is traded in USA and was established 30th of November 2024. Great-west Securefoundation is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Great-West Funds family. This fund at this time has accumulated 39.96 M in assets with no minimum investment requirementsGreat-west Securefoundation is currently producing year-to-date (YTD) return of 11.32% with the current yeild of 0.02%, while the total return for the last 3 years was 2.58%.
Check Great-west Securefoundation 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 Securefoundation Balanced 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 Securefoundation Balanced Mutual Fund Constituents
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| IVOO | Vanguard SP Mid Cap | Etf | Mid-Cap Blend | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| VTWO | Vanguard Russell 2000 | Etf | Small Blend | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts |
Great-west Securefoundation Risk Profiles
| Mean Deviation | 0.3763 | |||
| Semi Deviation | 0.4562 | |||
| Standard Deviation | 0.5095 | |||
| Variance | 0.2596 |
Great-west Securefoundation Against Markets
Other Information on Investing in Great-west Mutual Fund
Great-west Securefoundation 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 Securefoundation security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |