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Nasdaq - Delayed Quote USD

Empower Lifetime 2025 Inv (MXELX)

13.77
+0.04
+(0.29%)
At close: 8:06:42 AM EDT

Top 9 Holdings (61.63% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 14.25%
MXCOX
Empower Bond Index Institutional 10.65%
MXIOX
Great-West Funds Inc - Inflation Protected Securities Fund 7.43%
MXIUX
Empower Core Bond Instl 5.99%
MXUGX
Empower Multi-Sector Bond Instl 5.46%
MXPBX
Empower International Index Instl 5.33%
MXZMX
Empower Global Bond Institutional 4.56%
MXVHX
Empower Large Cap Value Instl 4.11%
MXXJX
Empower Short Duration Bond Instl 3.86%
Get Quotes for Top Holdings

Sector Weightings

SectorMXELX
Technology   22.33%
Financial Services   14.96%
Industrials   11.28%
Consumer Cyclical   11.01%
Healthcare   10.78%
Real Estate   8.49%
Communication Services   6.14%
Consumer Defensive   5.35%
Energy   3.80%
Basic Materials   3.44%
Utilities   2.41%

Overall Portfolio Composition (%)

Cash 2.02%
Stocks 49.64%
Bonds 38.49%
Others 9.05%
Preferred 0.20%
Convertible 0.61%

Bond Ratings

US Government 15.30%
AAA 52.23%
AA 2.51%
A 9.58%
BBB 18.03%
BB 4.34%
B 3.31%
Below B 0.98%
Other 9.03%

Equity Holdings

Average MXELX Category Average
Price/Earnings 0.05 23.12
Price/Book 0.38 2.92
Price/Sales 0.5 2.18
Price/Cashflow 0.08 14.45
Median Market Cap 70,278.6 75,917.3
3 Year Earnings Growth 10.67 12.3

Bond Holdings

Average MXELX Category Average
Maturity 9.55 8.09
Duration 3.91 6.6
Credit Quality -- --

Performance & Risk

YTD Return 0.15%
5y Average Return 7.17%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Empower Funds
Net Assets 1.38B
YTD Return 0.66%
Yield 2.39%
Morningstar Rating
Inception Date May 01, 2009

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, 2025 (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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