Nasdaq - Delayed Quote USD
Empower Moderately Agg Prfl Instl (MXHRX)
10.02
+0.03
+(0.30%)
At close: 8:01:42 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MXHRX | Category Average | MXHRX | Category Average | MXHRX | Category Average | |
| Alpha | 1.11 | -0.02 | 2.25 | -0.02 | 0.3 | -0.01 |
| BETA | 1.05 | 0.01 | 1.09 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.99 | 0.01 | 0.62 | 0.01 |
| R-squared | 96.57 | 0.94 | 96.83 | 0.93 | 96.27 | 0.93 |
| Standard Deviation | 13.42 | 0.16 | 12.76 | 0.13 | 11.79 | 0.12 |
| Sharpe Ratio | 0.09 | 0.01 | 0.72 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | 0.28 | 0.08 | 8.22 | 0.08 | 4.3 | 0.06 |
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