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Nasdaq - Delayed Quote USD

Empower Lifetime 2040 Svc (MXBEX)

10.73
+0.03
+(0.28%)
At close: 8:06:42 AM EDT

Top 10 Holdings (71.07% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 21.62%
MXPBX
Empower International Index Instl 9.53%
MXVHX
Empower Large Cap Value Instl 6.20%
MXCOX
Empower Bond Index Institutional 5.92%
MXGSX
Empower Large Cap Growth Instl 5.66%
MXJVX
Empower International Value Instl 5.06%
MXKJX
Empower Mid Cap Value Instl 4.87%
MXYKX
Empower T. Rowe Price Mid Cp Gr Instl 4.45%
MXHTX
Empower International Growth Instl 4.45%
MXIUX
Empower Core Bond Instl 3.32%
Get Quotes for Top Holdings

Sector Weightings

SectorMXBEX
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%

Overall Portfolio Composition (%)

Cash 1.06%
Stocks 79.42%
Bonds 16.75%
Others 2.32%
Preferred 0.11%
Convertible 0.33%

Bond Ratings

US Government 6.70%
AAA 50.62%
AA 2.58%
A 9.91%
BBB 17.51%
BB 4.90%
B 4.06%
Below B 1.20%
Other 9.22%

Equity Holdings

Average MXBEX Category Average
Price/Earnings 0.05 23.13
Price/Book 0.39 2.89
Price/Sales 0.52 2.12
Price/Cashflow 0.08 14.1
Median Market Cap 66,488.37 69,227.1
3 Year Earnings Growth 10.92 12.06

Bond Holdings

Average MXBEX Category Average
Maturity -- 8.06
Duration 4.02 6.63
Credit Quality -- --

Performance & Risk

YTD Return -0.93%
5y Average Return 10.27%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Empower Funds
Net Assets 606.09M
YTD Return -0.09%
Yield 2.24%
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, 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.

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