Great West Sp 500 Fund Quote
| MXKWX Fund | USD 9.39 0.04 0.42% |
PerformanceVery Weak
| Odds Of DistressLow
|
Great-west is trading at 9.39 as of the 26th of February 2025; that is 0.42 percent down since the beginning of the trading day. The fund's open price was 9.43. 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks included in its benchmark index. The adviser uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stocks weight in the benchmark index. More on Great West Sp 500
Moving together with Great-west Mutual Fund
Great-west Mutual Fund Highlights
| Fund Concentration | Great-West Funds, Large Blend Funds, Large Blend, Great-West Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Great West Sp 500 [MXKWX] is traded in USA and was established 26th of February 2025. Great-west is listed under Great-West Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Great-West Funds family. This fund now has accumulated 3.12 B in assets with no minimum investment requirementsGreat West Sp is currently producing year-to-date (YTD) return of 2.38% with the current yeild of 0.03%, while the total return for the last 3 years was 12.92%.
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 500 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 500 Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Great-west Top Holders
| MXQLX | Great West Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| MXXLX | Great West Lifetime 2055 | Mutual Fund | Target-Date 2055 | |
| MXZHX | Great West Lifetime 2055 | Mutual Fund | Target-Date 2055 | |
| MXWEX | Great West Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| MXELX | Great West Lifetime 2025 | Mutual Fund | Target-Date 2025 | |
| MXRLX | Great West Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| MXNYX | Great West Lifetime 2015 | Mutual Fund | Target-Date 2015 | |
| MXKLX | Great West Lifetime 2035 | Mutual Fund | Target-Date 2035 |
Great West Sp Risk Profiles
| Mean Deviation | 0.6088 | |||
| Semi Deviation | 0.9959 | |||
| Standard Deviation | 0.8344 | |||
| Variance | 0.6963 |
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |