Unlock stock picks and a broker-level newsfeed that powers Wall Street.

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.90%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
MXMTXCategory AverageMXMTXCategory AverageMXMTXCategory Average
Alpha -9.4 -0.02 -4.78 0.01 -- -0.02
BETA 0.96 0.01 1.14 0.01 -- 0.01
Mean Annual Return 0.11 0.02 1.14 0.02 -- 0.01
R-squared 72.25 0.78 78.7 0.73 -- 0.73
Standard Deviation 19.88 0.26 23.86 0.21 -- 0.19
Sharpe Ratio -0.06 0.01 0.49 0.01 -- 0.01
Treynor Ratio -3.2 0.15 8.18 0.17 -- 0.11

Related Tickers