Great West Goldman Sachs Fund Quote

MXKJX Fund  USD 8.11  0.05  0.61%   

Performance

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Odds Of Distress

Low

 
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Low
Great West is trading at 8.11 as of the 23rd of March 2025; that is 0.61 percent down since the beginning of the trading day. The fund's open price was 8.16. Great West has about a 23 % 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 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund will, under normal circumstances, invest at least 80 percent of its net assets in equity securities of U.S. mid-capitalization companies, including foreign issuers that are traded in the U.S. For purposes of the 80 percent policy, the adviser considers mid cap companies to be those whose market capitalization falls within the range of the Russell Midcap Value Index at the time of initial purchase.. More on Great West Goldman Sachs

Moving against Great Mutual Fund

  0.46MXEGX Great-west CorePairCorr
  0.45MXGBX Great West TempletonPairCorr

Great Mutual Fund Highlights

Thematic IdeaPrecious Metals Funds (View all Themes)
Fund ConcentrationGreat-West Funds, Large Funds, Mid-Cap Value Funds, Precious Metals Funds, Mid-Cap Value, Great-West Funds, Large, Mid-Cap Value (View all Sectors)
Update Date31st of March 2025
Great West Goldman Sachs [MXKJX] is traded in USA and was established 23rd of March 2025. Great West is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Great-West Funds family. The entity is thematically classified as Precious Metals Funds. This fund now has accumulated 607.51 M in assets with no minimum investment requirementsGreat West Goldman is currently producing year-to-date (YTD) return of 1.68% with the current yeild of 0.13%, while the total return for the last 3 years was 5.0%.
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 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 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 Goldman Sachs 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 Goldman Sachs Mutual Fund Constituents

AAgilent TechnologiesStockHealth Care
UALUnited Airlines HoldingsStockIndustrials
ESSEssex Property TrustStockReal Estate
JCIJohnson Controls InternationalStockIndustrials
FITBFifth Third BancorpStockFinancials
BIIBBiogen IncStockHealth Care
MGMMGM Resorts InternationalStockConsumer Discretionary
DOVDoverStockIndustrials
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Great West Top Holders

MXJUXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXHPXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXGPXGreat West Moderate ProfileMutual FundAllocation--50% to 70% Equity
MXAPXGreat West Aggressive ProfileMutual FundAllocation--85%+ Equity
MXDPXGreat West Moderately ServativeMutual FundAllocation--30% to 50% Equity
MXMPXGreat West Moderate ProfileMutual FundAllocation--50% to 70% Equity
MXITXGreat West Moderate ProfileMutual FundAllocation--50% to 70% Equity
MXHRXGreat West Moderately AggressiveMutual FundAllocation--70% to 85% Equity
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Great West Goldman Risk Profiles

Great West Against Markets

Other Information on Investing in Great Mutual Fund

Great West financial ratios help investors to determine whether Great 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 with respect to the benefits of owning Great West security.
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