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Empower Moderately Agg Prfl Instl (MXHRX)

9.99
+0.03
+(0.30%)
At close: 8:06:43 AM EDT
Loading Chart for MXHRX
  • Previous Close 9.96
  • YTD Return 1.00%
  • Expense Ratio 0.66%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.09B
  • Beta (5Y Monthly) 1.05
  • Yield 2.28%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.24
  • Inception Date May 1, 2015

The fund invests assets in funds according to the following asset allocation ranges: 5% to 35% of assets in international funds, 0% to 15% of assets in emerging markets funds, 0% to 25% of assets in small cap funds, 5% to 35% in mid cap funds, 15% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 5% to 25% in bond funds and 0% to 15% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Empower Funds

Fund Family

Allocation--70% to 85% Equity

Fund Category

1.09B

Net Assets

2015-05-01

Inception Date

Performance Overview: MXHRX

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Trailing returns as of 4/25/2025. Category is Allocation--70% to 85% Equity.

YTD Return

MXHRX
1.00%
Category
11.35%
 

1-Year Return

MXHRX
4.63%
Category
32.83%
 

3-Year Return

MXHRX
4.91%
Category
11.75%
 

5-Year Return

MXHRX
11.71%
Category
11.53%
 

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Holdings: MXHRX

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Sector Weightings

SectorMXHRX
Technology   17.67%
Industrials   13.28%
Healthcare   11.72%
Real Estate   7.44%
Energy   4.99%
Utilities   2.85%

Recent News: MXHRX

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Research Reports: MXHRX

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