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Nasdaq - Delayed Quote USD

Empower Funds, Inc. - Empower Small Cap Growth Fund (MXMTX)

9.17
+0.02
+(0.22%)
At close: 8:06:43 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.49%
5y Average Return 9.31%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Jan 24, 2024) 36.90%
Worst 1Y Total Return (Jan 24, 2024) --
Best 3Y Total Return 36.90%
Worst 3Y Total Return -0.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXMTX
Category
YTD
15.76%
12.40%
1-Month
10.63%
3.37%
3-Month
11.23%
4.88%
1-Year
15.76%
55.69%
3-Year
-0.57%
19.34%
5-Year
11.36%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
43.64%
27.85%
Last Bear Market
-16.64%
-24.06%

Annual Total Return (%) History

Year
MXMTX
Category
2023
15.76%
--
2022
-25.36%
--
2021
13.76%
--
2020
36.90%
38.62%
2019
27.28%
27.68%
2018
-2.99%
-5.76%
2017
21.49%
21.50%
2016
6.73%
11.20%

2015
--
-2.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 6.74% 4.95% -7.10% 11.23%
2022 -12.33% -16.64% -1.67% 3.86%
2021 6.64% 5.39% -3.73% 5.15%
2020 -27.09% 32.49% 9.91% 28.94%
2019 16.50% 3.76% -6.50% 12.62%
2018 4.57% 9.49% 7.53% -21.20%
2017 6.41% 2.82% 6.13% 4.63%
2016 -7.59% 2.77% 10.01% 2.15%
2015 1.85% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 39
3-Month 53
1-Year 61
3-Year 41
5-Year 42

Load Adjusted Returns

1-Year 15.76%
3-Year -0.57%
5-Year 11.36%
10-Year --

Performance & Risk

YTD Return -0.49%
5y Average Return 9.31%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Empower Funds
Net Assets 136.78M
YTD Return 15.76%
Yield 0.00%
Morningstar Rating
Inception Date Sep 10, 2015

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small capitalization companies. For purposes of the 80% policy, the fund's managers consider small cap companies to be those whose market capitalization falls within the range of the Russell 2000 ® Index at the time of initial purchase.

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