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Empower Mid Cap Value Instl (MXKJX)

7.55
+0.07
+(0.94%)
At close: 8:01:42 PM EDT
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  • Previous Close 7.48
  • YTD Return -2.87%
  • Expense Ratio 0.80%
  • Category Mid-Cap Value
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 860.26M
  • Beta (5Y Monthly) 1.05
  • Yield 13.17%
  • 5y Average Return --
  • Holdings Turnover 211.00%
  • Last Dividend 1.09
  • Inception Date May 15, 2008

The fund will, under normal circumstances, invest at least 80% of its net assets in equity securities of U.S. mid-capitalization (“mid cap”) companies, including foreign issuers that are traded in the U.S. For purposes of the 80% policy, the adviser considers mid cap companies to be those whose market capitalization falls within the range of the Russell Midcap ® Value Index at the time of initial purchase.

Empower Funds

Fund Family

Mid-Cap Value

Fund Category

860.26M

Net Assets

2008-05-15

Inception Date

Performance Overview: MXKJX

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Trailing returns as of 4/16/2025. Category is Mid-Cap Value.

YTD Return

MXKJX
2.87%
Category
21.28%
 

1-Year Return

MXKJX
3.57%
Category
55.83%
 

3-Year Return

MXKJX
4.79%
Category
11.08%
 

5-Year Return

MXKJX
17.86%
Category
11.93%
 

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Holdings: MXKJX

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Sector Weightings

SectorMXKJX
Industrials   15.79%
Technology   11.63%
Real Estate   9.69%
Healthcare   9.44%
Energy   6.53%
Utilities   6.03%

Recent News: MXKJX

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Research Reports: MXKJX

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