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Nasdaq - Delayed Quote USD

Empower Mid Cap Value Instl (MXKJX)

7.88
0.00
(0.00%)
As of 8:06:42 AM EDT. Market Open.

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.73%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return -5.63%
5y Average Return 14.35%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MXKJXCategory AverageMXKJXCategory AverageMXKJXCategory Average
Alpha -3.81 -0.09 -0.28 -0.07 -4.73 -0.06
BETA 1.05 0.01 1 0.01 1.09 0.01
Mean Annual Return 0.55 0.01 1.52 0.01 0.77 0.01
R-squared 81.81 0.85 80.67 0.82 82.62 0.84
Standard Deviation 19.96 0.25 18.72 0.2 18.44 0.17
Sharpe Ratio 0.11 0.01 0.82 0.01 0.4 0.01
Treynor Ratio 0.17 0.08 15.12 0.09 5.37 0.09

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