Great West Lifetime 2050 Fund Fundamentals
| MXBOX Fund | USD 11.53 0.09 0.77% |
Great West Lifetime 2050 fundamentals help investors to digest information that contributes to Great West's financial success or failures. It also enables traders to predict the movement of Great Mutual Fund. The fundamental analysis module provides a way to measure Great West's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Great West mutual fund.
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Great West Lifetime 2050 Mutual Fund Year To Date Return Analysis
Great West's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Great West Year To Date Return | 7.85 % |
Most of Great West's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Great West Lifetime 2050 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Great West Lifetime 2050 has a Year To Date Return of 7.8486%. This is much higher than that of the Great-West Funds family and significantly higher than that of the Target-Date 2050 category. The year to date return for all United States funds is notably lower than that of the firm.
Great West Lifetime Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Great West's current stock value. Our valuation model uses many indicators to compare Great West value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Great West competition to find correlations between indicators driving Great West's intrinsic value. More Info.Great West Lifetime 2050 is regarded fifth largest fund in annual yield among similar funds. It is regarded fifth largest fund in year to date return among similar funds creating about 406.66 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Great West by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Great West's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Great West's earnings, one of the primary drivers of an investment's value.Great Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Great West's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Great West could also be used in its relative valuation, which is a method of valuing Great West by comparing valuation metrics of similar companies.Great West is regarded fourth largest fund in year to date return among similar funds.
Fund Asset Allocation for Great West
The fund consists of 90.5% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Great West's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Great Fundamentals
| Total Asset | 196.23 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 7.85 % | ||||
| One Year Return | 19.16 % | ||||
| Three Year Return | 3.52 % | ||||
| Five Year Return | 9.10 % | ||||
| Net Asset | 60.38 M | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 1.03 % | ||||
| Equity Positions Weight | 90.50 % | ||||
| Bond Positions Weight | 1.24 % |
About Great West Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Great West Lifetime 2050's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Great West using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Great West Lifetime 2050 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in , or close to, 2050 . It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. While the fund is non-diversified, it invests in diversified underlying holdings.
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Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Great West Lifetime 2050. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.