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Empower Lifetime 2015 Svc (MXLZX)

12.77
+0.03
+(0.24%)
At close: 8:01:42 PM EDT
Loading Chart for MXLZX
  • Previous Close 12.74
  • YTD Return 0.85%
  • Expense Ratio 0.87%
  • Category Target-Date 2015
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 449.58M
  • Beta (5Y Monthly) 0.76
  • Yield 2.41%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.32
  • Inception Date May 1, 2009

The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors who retired in (or otherwise began using the invested funds on), or close to, 2015 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. While the fund is non-diversified, it invests in diversified underlying holdings.

Empower Funds

Fund Family

Target-Date 2015

Fund Category

449.58M

Net Assets

2009-05-01

Inception Date

Performance Overview: MXLZX

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Trailing returns as of 4/15/2025. Category is Target-Date 2015.

YTD Return

MXLZX
0.85%
Category
5.24%
 

1-Year Return

MXLZX
4.26%
Category
17.09%
 

3-Year Return

MXLZX
2.74%
Category
9.13%
 

5-Year Return

MXLZX
6.89%
Category
8.26%
 

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Holdings: MXLZX

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Sector Weightings

SectorMXLZX
Technology   19.86%
Industrials   12.08%
Healthcare   11.43%
Real Estate   10.81%
Energy   3.81%
Utilities   2.37%

Recent News: MXLZX

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Research Reports: MXLZX

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