Nasdaq - Delayed Quote USD

Empower Moderately Agg Prfl Inv (MXBPX)

7.31
+0.01
+(0.14%)
At close: 8:06:42 AM EDT
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  • Previous Close 7.30
  • YTD Return 3.88%
  • Expense Ratio 1.01%
  • Category --
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.15B
  • Beta (5Y Monthly) 1.06
  • Yield 2.89%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.21
  • Inception Date May 1, 2015

The fund invests assets in funds according to the following asset allocation ranges: 5% to 35% of assets in international funds, 0% to 15% of assets in emerging markets funds, 0% to 25% of assets in small cap funds, 5% to 35% in mid cap funds, 15% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 5% to 25% in bond funds and 0% to 15% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Empower Funds

Fund Family

--

Fund Category

1.15B

Net Assets

2015-05-01

Inception Date

Performance Overview: MXBPX

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Trailing returns as of 6/6/2025.

YTD Return

MXBPX
3.88%
Category
0.00%
 

1-Year Return

MXBPX
7.24%
Category
0.00%
 

3-Year Return

MXBPX
7.34%
Category
0.00%
 

5-Year Return

MXBPX
9.23%
Category
0.00%
 

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Holdings: MXBPX

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Sector Weightings

SectorMXBPX
Technology   17.67%
Industrials   13.28%
Healthcare   11.72%
Real Estate   7.44%
Energy   4.99%
Utilities   2.85%

Recent News: MXBPX

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Research Reports: MXBPX

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