Great West Sp Mid Fund Quote
| MXBUX Fund | USD 9.31 0.01 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Great-west is trading at 9.31 as of the 17th of February 2025; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 9.32. Great-west 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. The performance scores are derived for the period starting the 18th of January 2025 and ending today, the 17th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks of the companies included in the benchmark index. The index is designed to measure the performance of 400 midsize companies and represents the mid cap segment of the U.S. equities market. More on Great West Sp Mid
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Great-West Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Great West Sp Mid [MXBUX] is traded in USA and was established 17th of February 2025. Great-west is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Great-West Funds family. This fund now has accumulated 848.92 M in assets with no minimum investment requirementsGreat West Sp is currently producing year-to-date (YTD) return of 2.42% with the current yeild of 0.02%, while the total return for the last 3 years was 7.51%.
Check Great-west 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 Sp Mid 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 Sp Mid Mutual Fund Constituents
| FDS | FactSet Research Systems | Stock | Financials | |
| WSM | Williams Sonoma | Stock | Consumer Discretionary | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| ENPH | Enphase Energy | Stock | Information Technology | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| UGI | UGI Corporation | Stock | Utilities |
Great West Sp Risk Profiles
| Mean Deviation | 0.799 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.71 | |||
| Risk Adjusted Performance | (0.04) |
Great-west Against Markets
Other Information on Investing in Great-west Mutual Fund
Great-west 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 security.
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