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MXALX Great-West Lifetime Cnsrv 2025 T

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Fund MXALX Great-West Lifetime Cnsrv 2025 T LTTKX MFS Lifetime 2025 R6 TRRHX T. Rowe Price Retirement 2025  
Similarity
?
100% 97% 97%
Annual Fees
?
$92.25
(0.89% Exp. Ratio)
$48.72
(0.47% Exp. Ratio)
$71.52
(0.69% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.66% annual return
$22,456.66 $25,494.17 $23,856.69
Est. savings over 30 yrs +$3,037.52 +$1,400.04
Return
As of 11/30/16
1 YR RETURN 4.59%
3 YR 3.72%
5 YR 6.67%
10 YR --
1 YR RETURN 4.79%
3 YR 3.94%
5 YR --
10 YR --
1 YR RETURN 4.77%
3 YR 4.58%
5 YR 9.42%
10 YR 5.35%
Description
The investment seeks capital appreciation and income consistent with its current asset allocation; after 2025, it seeks income and secondarily, capital growth. 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, 2025. The advisor currently expects to invest 30-50% of its net assets in underlying funds that invest primarily in equity securities and 50-70% of its net assets in underlying funds that invest primarily in fixed income securities. While the fund is non-diversified, it invests in diversified underlying holdings.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2025. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2025) included in its name and assumes a retirement age of 65. While the fund is non-diversified, it invests in diversified underlying holdings.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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