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Great-West Aggressive Profile I Init (MXPPX) Fund Ranking and Research

Ranking, Research and Recommendation of Great-West Aggressive Profile I Init (MXPPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Great-West Aggressive Profile I Init Fund (MXPPX) ManagerFund Manager - Jonathan Kreider

Fund Manager Information

Fund Manager Tenure: 5.9 years
Similar Funds: MXAPX 
Fund Family: Great-West Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of Great-West Aggressive Profile I Init Fund (MXPPX) ProfileGreat-West Aggressive Profile I Init Fund (MXPPX) Profile

Fund Profile and Description

Great-West Aggressive Profile I Init Fund seeks long-term capital appreciation. Great-West Aggressive Profile I Init Fund, under normal circumstances, invests primarily in mutual funds managed by MCM or its affiliates, and in a fixed interest contract issued and guaranteed by GWL&A (the “GWL&A Contract”). It allocates the assets among the range: 10% to 40% of assets in international portfolios, 5% to 35% of assets in small cap portfolios, 15% to 45% of assets in mid cap portfolios, 10% to 40% of assets in large cap portfolios and 0-10% of assets in bond portfolios and 0-10% of assets in short term portfolios.

 

Great-West Aggressive Profile I Init (MXPPX) Fund Strength What we like about Great-West Aggressive Profile I Init (MXPPX) Fund

Data for Great-West Aggressive Profile I Init Fund (MXPPX) as of May 30, 2016

  • Great-West Aggressive Profile I Init Fund (MXPPX) management has been with Great-West Aggressive Profile I Init Fund for 5.9 years
  • Great-West Aggressive Profile I Init Fund (MXPPX) ratio of up-years vs down years is greater than 2
  • Asset base in Great-West Aggressive Profile I Init Fund (MXPPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Great-West Aggressive Profile I Init Fund (MXPPX) has an annual stock turnover rate of 27.00% vs Large Blend average of 53.12%. It is good that Great-West Aggressive Profile I Init management does not trade extensively for its return.
  • Great-West Aggressive Profile I Init Fund (MXPPX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.07, lower than category average of 11.67
  • Great-West Aggressive Profile I Init Fund (MXPPX) has a lower expense ratio than its Large Blend average: 0.48% vs 1.02%
  • Great-West Aggressive Profile I Init Fund (MXPPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Great-West Aggressive Profile I Init Fund (MXPPX) Weakness What we are cautious about Great-West Aggressive Profile I Init (MXPPX) Fund

Data for Great-West Aggressive Profile I Init Fund (MXPPX) as of May 30, 2016

  • Great-West Aggressive Profile I Init Fund (MXPPX) has a less-than-ideal short-term performance (1-year return -2.03% vs -1.15% Large Blend category median performance)
  • Great-West Aggressive Profile I Init Fund (MXPPX) has a less-than-ideal mid-term performance (3-year return 8.12% vs 9.43% Large Blend category median performance)
  • Great-West Aggressive Profile I Init Fund (MXPPX) has a less-than-ideal Long-term performance (5-year return 8.15% vs 10.15% Large Blend category median performance)
  • Great-West Aggressive Profile I Init Fund (MXPPX) has a Morningstar rating of 3 and below
  • Great-West Aggressive Profile I Init Fund (MXPPX) is less safe compared to its Large Blend peers
See Great-West Aggressive Profile I Init Fund (MXPPX) performance details as of May 30, 2016

 

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Compare Great-West Aggressive Profile I Init Fund (MXPPX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Great-West Aggressive Profile I Init3.13-2.038.128.15
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Great-West Aggressive Profile I Init Fund (MXPPX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Great-West Aggressive Profile I Init Fund (MXPPX) Net Asset TrackingGreat-West Aggressive Profile I Init (MXPPX) Fund Net Asset

Track net asset change of Great-West Aggressive Profile I Init fund (MXPPX)

DateNet Asset
05/2016$82.69M
03/2016$80.37M
02/2016$75.50M
More historic net asset information on Great-West Aggressive Profile I Init Fund (MXPPX)

  

Graph of Great-West Aggressive Profile I Init Fund (MXPPX) Portfolio TrackingGreat-West Aggressive Profile I Init (MXPPX) Fund Portfolio Allocation

Track portfolio allocation change of Great-West Aggressive Profile I Init fund (MXPPX)

DateCashStockBondOther
12/20151.15%97.19%0.07%1.46%
09/20150.59%95.86%0.03%3.3%
06/20151.95%95.92%0%1.98%
Click here to see more historic asset allocation information on Great-West Aggressive Profile I Init Fund (MXPPX)

 

graph of Great-West Aggressive Profile I Init Fund (MXPPX) Top 10 Position TrackingTop 10 Holdings in Great-West Aggressive Profile I Init (MXPPX) Fund

Discover what Great-West Aggressive Profile I Init Fund (MXPPX) manager is buying

Dec 30, 2015
Great-West Goldman Sachs Md Cp Val Instl [17.99%]
Great-West MFS International Value Instl [16.48%]
Great-West T. Rowe Price Eq Inc Instl [14.95%]
Great-West Putnam Equity Income Instl [14.92%]
Great-West MFS International Gr Instl [8.1%]
Great-West American Century Growth Instl [6.17%]
Great-West Multi-Manager Lg Cp Gr Instl [6.17%]
Great-West T. Rowe Price Mid Cp Gr Instl [4.71%]
Great-West Real Estate Index Instl [3.01%]
Great-West Loomis Sayles Sm Cp Val Instl [2.69%]

Sep 29, 2015
Great-West Goldman Sachs Md Cp Val Instl [17.84%]
Great-West MFS International Value Instl [16.82%]
Great-West T. Rowe Price Eq Inc Instl [14.99%]
Great-West Putnam Equity Income Instl [14.94%]
Great-West MFS International Gr Instl [8.17%]
Great-West American Century Growth Instl [6.12%]
Great-West Multi-Manager Lg Cp Gr Instl [6.09%]
Great-West T. Rowe Price Mid Cp Gr Instl [4.62%]
Great-West Real Estate Index Instl [3.05%]
Great-West Loomis Sayles Sm Cp Val Instl [2.68%]

Jun 29, 2015
Great-West Goldman Sachs Md Cp Val Instl [17.96%]
Great-West MFS International Value Instl [16.44%]
Great-West T. Rowe Price Eq Inc Init [14.98%]
Great-West Putnam Equity Income Instl [14.96%]
Great-West MFS International Gr Instl [8.02%]
Great-West American Century Growth Instl [6.18%]
Great-West Multi-Manager Lg Cp Gr Instl [6.18%]
Great-West T. Rowe Price Mid Cp Gr Init [4.71%]
Great-West Real Estate Index Instl [3.02%]
Great-West Loomis Sayles Sm Cp Val Instl [2.7%]
Click here for Stock Holding Change Map in Great-West Aggressive Profile I Init Fund (MXPPX)

  

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