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Nasdaq - Delayed Quote USD

Empower Moderately Cnsrv Pfl Instl (MXJUX)

9.80
+0.03
+(0.31%)
At close: 8:06:43 AM EDT
Loading Chart for MXJUX
  • Previous Close 9.77
  • YTD Return 1.23%
  • Expense Ratio 0.48%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 853.07M
  • Beta (5Y Monthly) 0.77
  • Yield 2.66%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.27
  • Inception Date Jul 29, 2011

The fund invests assets in funds according to the following asset allocation ranges: 0% to 30% of assets in international funds, 0% to 10% of assets in emerging markets funds, 0% to 15% of assets in small cap funds, 0% to 25% of assets in mid cap funds, 10% to 40% in large cap funds, 0-10% of assets in real estate, 20% to 40% in bond funds and 10% to 30% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Empower Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

853.07M

Net Assets

2011-07-29

Inception Date

Performance Overview: MXJUX

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Trailing returns as of 4/25/2025. Category is Allocation--30% to 50% Equity.

YTD Return

MXJUX
1.23%
Category
5.91%
 

1-Year Return

MXJUX
4.49%
Category
18.59%
 

3-Year Return

MXJUX
3.51%
Category
8.56%
 

5-Year Return

MXJUX
7.84%
Category
7.44%
 

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Holdings: MXJUX

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Sector Weightings

SectorMXJUX
Technology   16.67%
Real Estate   12.59%
Industrials   12.54%
Healthcare   11.08%
Energy   4.71%
Utilities   2.71%

Recent News: MXJUX

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Research Reports: MXJUX

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