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Nasdaq - Delayed Quote USD

Empower Lifetime 2040 Inv (MXBDX)

10.52
+0.02
+(0.19%)
At close: 8:06:42 AM EDT
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  • Previous Close 10.50
  • YTD Return -0.09%
  • Expense Ratio 0.90%
  • Category Target-Date 2040
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 606.09M
  • Beta (5Y Monthly) 1.17
  • Yield 2.54%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.28
  • Inception Date Apr 28, 2016

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, 2040 (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.

Empower Funds

Fund Family

Target-Date 2040

Fund Category

606.09M

Net Assets

2016-04-28

Inception Date

More about Empower Lifetime 2040 Inv

Performance Overview: MXBDX

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Trailing returns as of 4/24/2025. Category is Target-Date 2040.

YTD Return

MXBDX
0.09%
Category
10.80%
 

1-Year Return

MXBDX
4.01%
Category
33.59%
 

3-Year Return

MXBDX
4.28%
Category
12.99%
 

5-Year Return

MXBDX
11.93%
Category
12.87%
 

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Holdings: MXBDX

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Sector Weightings

SectorMXBDX
Technology   22.45%
Financial Services   15.59%
Industrials   11.74%
Consumer Cyclical   11.18%
Healthcare   10.91%
Real Estate   6.55%
Communication Services   6.17%
Consumer Defensive   5.48%
Energy   3.86%
Basic Materials   3.65%
Utilities   2.42%
View More

Recent News: MXBDX

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Research Reports: MXBDX

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