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Empower Core Strategies Flex Bd Instl (MXEDX)

10.07
+0.02
+(0.20%)
At close: 8:01:42 PM EDT

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in a diversified portfolio of fixed income securities of any maturity and duration. The fixed income securities in which the fund may invest include corporate bonds, U.S. government securities, mortgage- and asset-backed securities, and bank loans.

Empower Core Strategies Flex Bd Instl

Greenwood Village CO 80111
8515 E Orchard Rd

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Empower Funds
Net Assets 1.28B
YTD Return 2.67%
Yield 4.48%
Morningstar Rating
Inception Date Jun 25, 2018

Fund Operations

Last Dividend 0.45
Last Cap Gain -22.00
Holdings Turnover 79.00%
Average for Category --

Fees & Expenses

Expense MXEDX Category Average
Annual Report Expense Ratio (net) 0.45% 0.75%
Prospectus Net Expense Ratio 0.45% --
Prospectus Gross Expense Ratio 0.74% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.74%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Matthew J. Eagan, Lead Manager since June 25, 2018
Matt has 30 years of experience as a portfolio manager and fixed-income analyst. He is co-portfolio manager for a number of Loomis Sayles’ institutional and retail funds and serves as a member of the firm’s board of directors. Matt joined Loomis Sayles in 1997 as a research analyst for the multisector fixed-income team. Prior to Loomis Sayles, he was a senior fixed-income analyst at Liberty Mutual Insurance Company and a senior credit analyst at BancBoston Financial Company. Matt earned a BA from Northeastern University and an MBA from Boston University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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