Nasdaq - Delayed Quote USD
Empower Moderately Agg Prfl Instl (MXHRX)
10.02
+0.03
+(0.30%)
At close: 8:01:42 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.30% |
| 5y Average Return | 10.19% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 25, 2025) | 20.64% |
| Worst 1Y Total Return (Apr 25, 2025) | -- |
| Best 3Y Total Return | 20.64% |
| Worst 3Y Total Return | 2.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MXHRX
Category
- YTD
- 1.00%
- 11.35%
- 1-Month
- -1.85%
- 0.99%
- 3-Month
- 1.00%
- 5.92%
- 1-Year
- 4.63%
- 32.83%
- 3-Year
- 4.91%
- 11.75%
- 5-Year
- 11.71%
- 11.53%
- 10-Year
- 6.91%
- 8.98%
- Last Bull Market
- 10.90%
- 17.67%
- Last Bear Market
- -11.29%
- -15.71%
Annual Total Return (%) History
Year
MXHRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.00% | -- | -- | -- |
| 2024 | 5.88% | 0.10% | 6.17% | -2.52% |
| 2023 | 4.25% | 3.12% | -2.82% | 9.17% |
| 2022 | -4.56% | -11.29% | -5.22% | 8.71% |
| 2021 | 5.54% | 4.84% | -0.99% | 4.64% |
| 2020 | -18.55% | 15.64% | 5.05% | 13.36% |
| 2019 | 10.02% | 2.93% | 0.67% | 5.83% |
| 2018 | -0.67% | 1.10% | 2.87% | -10.26% |
| 2017 | 4.43% | 3.33% | 3.17% | 4.10% |
| 2016 | 1.08% | 2.19% | 3.76% | 2.17% |
| 2015 | -5.49% | 3.47% | -- | -- |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 9 |
| 3-Month | 13 |
| 1-Year | 53 |
| 3-Year | 52 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 4.63% |
| 3-Year | 4.91% |
| 5-Year | 11.71% |
| 10-Year | 6.91% |
Performance & Risk
| YTD Return | -0.30% |
| 5y Average Return | 10.19% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | Empower Funds |
| Net Assets | 1.09B |
| YTD Return | 1.00% |
| Yield | 2.28% |
| Morningstar Rating | |
| Inception Date | May 01, 2015 |
Fund Summary
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.
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