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Empower Lifetime 2060 Inv (MXGNX)

10.97 -0.07 (-0.63%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 11.04
  • YTD Return 6.69%
  • Expense Ratio 1.03%
  • Category Target-Date 2060+
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 69.45M
  • Beta (5Y Monthly) 1.30
  • Yield 2.19%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.25
  • Inception Date May 1, 2019

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, 2060 (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.

Empower Funds

Fund Family

Target-Date 2060+

Fund Category

69.45M

Net Assets

2019-05-01

Inception Date

Performance Overview: MXGNX

Trailing returns as of 6/13/2024. Category is Target-Date 2060+.

YTD Return

MXGNX
6.69%
Category
6.10%
 

1-Year Return

MXGNX
19.50%
Category
14.41%
 

3-Year Return

MXGNX
2.43%
Category
4.94%
 

5-Year Return

MXGNX
9.31%
Category
9.53%
 

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Holdings: MXGNX

Top 10 Holdings (77.19% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 14.28%
MXPBX
Empower International Index Instl 12.66%
MXVHX
Empower Large Cap Value Instl 7.46%
MXGSX
Empower Large Cap Growth Instl 6.81%
MXJVX
Empower International Value Instl 6.72%
MXNZX
Empower S&P Mid Cap 400 Index Instl 6.17%
MXHTX
Empower International Growth Instl 5.95%
MXERX
Empower S&P SmallCap 600 Index Instl 5.71%
MXENX
Empower Funds, Inc. - Empower Emerging Markets Equity Fund 5.71%
FPADX
Fidelity Emerging Markets Index Fund 5.71%

Sector Weightings

SectorMXGNX
Technology   19.20%
Industrials   12.77%
Healthcare   11.25%
Real Estate   7.31%
Energy   4.35%
Utilities   2.22%

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Research Reports: MXGNX

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