Great West Sp 500 Fund Quote
| MXVIX Fund | USD 36.37 0.38 1.06% |
PerformanceVery Weak
| Odds Of DistressLow
|
Great-west is trading at 36.37 as of the 20th of March 2025; that is 1.06 percent up since the beginning of the trading day. The fund's open price was 35.99. Great-west has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 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
Moving against 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) |
Great West Sp 500 [MXVIX] is traded in USA and was established 20th of March 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 1.38% with the current yeild of 0.01%, while the total return for the last 3 years was 11.67%.
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 Sp Risk Profiles
| Mean Deviation | 0.8053 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Risk Adjusted Performance | (0.09) |
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 Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |