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Nasdaq - Delayed Quote USD

Empower Lifetime 2025 Inv (MXELX)

13.77
+0.04
+(0.29%)
At close: 8:01:41 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • DailyAccess Corporation RTC
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

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.

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

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

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