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Nasdaq - Delayed Quote USD

Empower Lifetime 2015 Instl (MXNYX)

7.20
+0.02
+(0.28%)
At close: 6:06:42 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • DailyAccess Corporation RTC
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Target-Date 2015
Fund Family Empower Funds
Net Assets 449.58M
YTD Return 0.98%
Yield 5.31%
Morningstar Rating
Inception Date May 01, 2009

Performance & Risk

YTD Return 0.56%
5y Average Return 6.38%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

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