Nasdaq - Delayed Quote USD
Empower Moderately Cnsrv Pfl Instl (MXJUX)
9.82
+0.02
+(0.20%)
At close: 8:01:42 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.51% |
| 5y Average Return | 6.85% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MXJUX | Category Average | MXJUX | Category Average | MXJUX | Category Average | |
| Alpha | -0.64 | -0.01 | 0.28 | -0.01 | -0.24 | -0 |
| BETA | 0.77 | 0.01 | 0.78 | 0.01 | 0.8 | 0.01 |
| Mean Annual Return | 0.33 | 0.01 | 0.66 | 0.01 | 0.44 | 0.01 |
| R-squared | 98.6 | 0.92 | 98.52 | 0.91 | 98.04 | 0.91 |
| Standard Deviation | 9.76 | 0.1 | 9.03 | 0.08 | 8.1 | 0.07 |
| Sharpe Ratio | -0.06 | 0.01 | 0.57 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -1.43 | 0.09 | 6.51 | 0.08 | 3.89 | 0.07 |
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