Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Empower Lifetime 2030 Instl (MXAYX)

10.53
+0.03
+(0.29%)
As of 8:06:42 AM EDT. Market Open.

Top 9 Holdings (61.43% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 16.43%
MXCOX
Empower Bond Index Institutional 10.18%
MXPBX
Empower International Index Instl 6.51%
MXIUX
Empower Core Bond Instl 5.72%
MXUGX
Empower Multi-Sector Bond Instl 5.14%
MXVHX
Empower Large Cap Value Instl 4.73%
MXIOX
Great-West Funds Inc - Inflation Protected Securities Fund 4.35%
MXGSX
Empower Large Cap Growth Instl 4.31%
MXZMX
Empower Global Bond Institutional 4.05%
Get Quotes for Top Holdings

Sector Weightings

SectorMXAYX
Technology   22.40%
Financial Services   15.19%
Industrials   11.45%
Consumer Cyclical   11.08%
Healthcare   10.84%
Real Estate   7.73%
Communication Services   6.16%
Consumer Defensive   5.40%
Energy   3.83%
Basic Materials   3.52%
Utilities   2.42%

Overall Portfolio Composition (%)

Cash 1.71%
Stocks 58.25%
Bonds 32.87%
Others 6.41%
Preferred 0.18%
Convertible 0.57%

Bond Ratings

US Government 12.93%
AAA 51.63%
AA 2.54%
A 9.73%
BBB 17.82%
BB 4.55%
B 3.59%
Below B 1.07%
Other 9.07%

Equity Holdings

Average MXAYX Category Average
Price/Earnings 0.05 23.63
Price/Book 0.38 3
Price/Sales 0.51 2.18
Price/Cashflow 0.08 14.39
Median Market Cap 69,011.79 75,160.55
3 Year Earnings Growth 10.77 12.33

Bond Holdings

Average MXAYX Category Average
Maturity 9.51 8.07
Duration 3.95 6.6
Credit Quality -- --

Performance & Risk

YTD Return -0.10%
5y Average Return 8.51%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family Empower Funds
Net Assets 810.2M
YTD Return 0.48%
Yield 3.02%
Morningstar Rating
Inception Date Apr 28, 2016

Fund Summary

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 otherwise begin using the invested funds on), or close to, 2030 (which is assumed to be at age 65). 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.

Related Tickers

TGCEX TCW Concentrated Large Cap Growth I Cl
28.11
-0.28%
 
TEBRX Teberg
22.89
-0.04%
 
TGVNX TCW Relative Value Mid Cap N
25.56
+0.39%
 
TGVOX TCW Relative Value Mid Cap I
26.54
+0.34%
 
BIPIX ProFunds Biotechnology UltraSector Fund
38.12
+2.09%
 
BIPSX ProFunds Biotechnology UltraSector Fund
19.83
+2.06%
 
NSRKX Northern World Selection Index K
21.94
+0.09%
 
NSRIX Northern World Selection Index I
21.93
+0.09%
 
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
33.93
+0.12%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.43
+1.18%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
37.27
+1.17%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
37.57
+1.16%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.39
+1.16%
 
GIOTX GMO Intl Developed Equity Allc III
19.67
+1.08%
 
BISMX Brandes International Small Cap Equity Fund
21.56
+1.08%
 
CIVIX Causeway International Value Instl
20.70
+1.07%
 
BISRX Brandes International Small Cap Equity Fund
21.71
+1.07%
 
BISAX Brandes International Small Cap Equity Fund
21.39
+1.04%
 
BINCX Brandes International Small Cap Equity Fund
20.43
+1.04%
 
CIVVX Causeway International Value Inv
20.51
+1.03%
 
GMOIX GMO International Equity Fund
28.48
+1.03%
 
SAISX SA International Small Company
21.93
+1.01%
 
HJSIX Hennessy Japan Small Cap Institutional
18.18
+1.00%
 
NGRRX Nuveen International Value I
31.33
+1.00%
 
HNINX Harbor International Retirement
48.59
+1.00%
 
GMCFX GMO International Equity Fund
28.43
+0.99%
 
ENPIX ProFunds UltraSector Energy Fund
36.89
+0.99%
 
HJPSX Hennessy Japan Small Cap Investor
18.46
+0.98%
 
FSPCX Fidelity Select Insurance Port
91.46
+0.98%
 
ENPSX ProFunds UltraSector Energy Fund
31.22
+0.97%
 
FEURX First Eagle Gold R6
37.13
+0.95%
 
QICLX AQR International Multi-Style I
15.01
+0.94%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.31
+0.94%
 
INIIX VanEck International Investors Gold I
21.73
+0.93%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
20.77
+0.92%
 
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
19.69
+0.92%
 
INIVX VanEck International Investors Gold A
15.32
+0.92%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
19.90
+0.91%
 
CIOVX Causeway International Opps Inv
16.73
+0.90%
 
WWNPX Kinetics Paradigm No Load
154.87
+0.90%
 
KNPYX Kinetics Paradigm Instl
157.16
+0.90%
 
CIOIX Causeway International Opps Inst
16.88
+0.90%
 
KNPAX Kinetics Paradigm Adv A
146.80
+0.89%
 
INIYX VanEck International Investors Gold Y
15.90
+0.89%
 
KNPCX Kinetics Paradigm Adv C
130.17
+0.88%
 
PWGAX PACE International Equity A
18.33
+0.88%
 
KSCYX Kinetics Small Cap Opportunities Inst
194.00
+0.87%
 
URITX Victory International Fund
29.07
+0.87%
 
AGCVX American Century Global Small Cap Inv
17.45
+0.87%
 
KSOAX Kinetics Small Cap Opportunities Adv A
180.88
+0.86%
 
KSCOX Kinetics Small Cap Opportunities No Load
189.05
+0.86%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.69
+0.86%
 
TGIRX Thornburg International Equity R6
29.22
+0.86%
 
KSOCX Kinetics Small Cap Opportunities Adv C
168.94
+0.86%
 
TIVRX Thornburg International Equity R5
29.36
+0.86%
 
AGCSX American Century Global Small Cap I
17.71
+0.85%
 
THGCX Thornburg International Equity C
23.84
+0.85%
 
UIIFX Victory International Fund
28.61
+0.85%
 
AGCTX American Century Global Small Cap R6
17.90
+0.85%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.78
+0.84%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.62
+0.84%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
33.70
+0.84%
 
FIUIX Fidelity Telecom and Utilities
33.81
+0.84%
 
PCIEX PACE International Equity P
18.13
+0.83%
 
TGVRX Thornburg International Equity R3
28.06
+0.83%
 
VIHAX Vanguard Intl Hi Div Yld Adm
36.62
+0.83%
 
TRTIX T. Rowe Price International Value Eq I
19.55
+0.83%
 
TGVAX Thornburg International Equity A
28.11
+0.82%
 
TGVIX Thornburg International Equity I
29.39
+0.82%
 
RRIGX T. Rowe Price International Value Eq R
19.61
+0.82%
 
TROZX T. Rowe Price International Value Eq Z
19.63
+0.82%
 
TRIGX T. Rowe Price International Value Eq
19.74
+0.82%
 
SIIEX Touchstone International Value Y
16.13
+0.81%
 
BIEAX Brandes International Equity Fund
23.64
+0.81%
 
PAIGX T. Rowe Price International Value Eq Adv
20.02
+0.81%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.81
+0.80%
 
PIEQX T. Rowe Price International Eq Index
17.56
+0.80%
 
NQVRX Nuveen Multi Cap Value I
52.80
+0.80%
 
BIIEX Brandes International Equity Fund
23.90
+0.80%
 
THVRX Thornburg International Equity R4
27.77
+0.80%
 
BIERX Brandes International Equity Fund
24.12
+0.79%
 
NQVCX Nuveen Multi Cap Value C
48.31
+0.79%
 
NQVAX Nuveen Multi Cap Value A
52.19
+0.79%
 
BIECX Brandes International Equity Fund
23.14
+0.78%
 
NSMCX Nuveen Small/Mid Cap Value Fund
23.14
+0.78%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.72
+0.78%
 
GURAX NAA Risk Managed Real Estate A
31.15
+0.78%
 
CSRIX Cohen & Steers Instl Realty Shares
48.07
+0.78%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.22
+0.77%
 
HGASX Hennessy Gas Utility Institutional
28.72
+0.77%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.31
+0.77%
 
IHOVX Hartford International Opportunities R6
20.94
+0.77%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.33
+0.77%
 
CSJCX Cohen & Steers Realty Shares C
65.71
+0.77%
 
BRIFX Baron Real Estate Income Retail
15.80
+0.77%
 
NSMRX Nuveen Small/Mid Cap Value Fund
30.30
+0.76%
 
GURIX NAA Risk Managed Rl Estt Inst
31.63
+0.76%
 
CSJIX Cohen & Steers Realty Shares I
65.97
+0.76%
 
CSRSX Cohen & Steers Realty Shares L
65.99
+0.76%
 
CSJAX Cohen & Steers Realty Shares A
66.02
+0.76%