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Nasdaq - Delayed Quote USD

Empower Core Strategies US Eq Instl (MXEBX)

14.69
+0.08
+(0.55%)
At close: 8:01:42 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.92%
5y Average Return 15.56%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 28, 2025) 30.28%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 30.28%
Worst 3Y Total Return 8.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXEBX
Category
YTD
-3.80%
5.31%
1-Month
-5.02%
-4.19%
3-Month
-3.80%
3.90%
1-Year
5.27%
20.31%
3-Year
8.63%
6.48%
5-Year
18.75%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
18.96%
25.56%
Last Bear Market
-14.62%
-15.11%

Annual Total Return (%) History

Year
MXEBX
Category
2025
--
--
2024
21.66%
--
2023
23.27%
22.32%
2022
-15.59%
-16.96%
2021
25.92%
26.07%
2020
19.02%
15.83%
2019
30.28%
28.78%
2018
--
-6.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.80% -- -- --
2024 11.18% 2.51% 5.37% 1.30%
2023 5.54% 7.91% -2.71% 11.25%
2022 -5.02% -14.62% -4.17% 8.61%
2021 8.03% 7.13% 0.07% 8.73%
2020 -22.73% 23.14% 8.22% 15.59%
2019 14.58% 4.55% 0.58% 8.14%
2018 5.83% -16.77% -- --

Rank in Category (By Total Return)

YTD 40
1-Month 29
3-Month 40
1-Year 64
3-Year 37
5-Year 19

Load Adjusted Returns

1-Year 5.27%
3-Year 8.63%
5-Year 18.75%
10-Year --

Performance & Risk

YTD Return -5.92%
5y Average Return 15.56%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Empower Funds
Net Assets 614.08M
YTD Return -3.80%
Yield 1.73%
Morningstar Rating
Inception Date Jun 25, 2018

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of U.S. companies. The fund may have exposure to U.S. stocks across any market capitalization and style and the fund's exposure will vary from time to time across sectors. Equity securities include common stock and other investment instruments such as exchange-traded funds (“ETFs”) that track the return of a broad-based U.S. securities index.

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