Great-West SecureFoundation Lifetime 2030 Fund Service Class (MXASX) Research

The fund aims to achieve its financial objective by investing in a professionally curated selection of underlying investment vehicles. This portfolio is specifically designed for individuals anticipating retirement around the year 2030, assuming retirement at age 65. It dedicates between 45% and 65% of its total net assets to underlying funds that primarily hold equity securities. The remaining portion, ranging from 35% to 55% of its net assets, is allocated to underlying funds focused predominantly on fixed-income securities. Although the fund itself is considered non-diversified, its constituent underlying holdings offer diversification.

Market snapshot

Symbol
MXASX
Price
$12.33
Day change
+0.16%
Market cap
$39.0M
52-week range
12.12-13.97
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AC Alternatives Market Neutral Value Fund - Investor Class (ACVVX)
  • The Herzfeld Caribbean Basin Fund Inc. (CUBA)
  • AIG ESG Dividend Fund A Shares (EDFAX)
  • Intrepid Small Cap Fund - Investor Class (ICMAX)
  • Intrepid Small Cap Fund - Institutional Class (ICMZX)
  • Manning & Napier Target 2035 Series Class I (MTQIX)
  • Manning & Napier Target 2050 Series Class I (MTYIX)
  • AIG Small-Cap Quality Fund Class W (SASWX)

Open Great-West SecureFoundation Lifetime 2030 Fund Service Class (MXASX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.