Nasdaq - Delayed Quote USD

Empower S&P Mid Cap 400 Index Instl (MXNZX)

7.98
+0.03
+(0.38%)
At close: 6:46:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.07%
5y Average Return 12.52%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 27, 2025) 25.96%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 25.96%
Worst 3Y Total Return 4.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXNZX
Category
YTD
-8.27%
17.04%
1-Month
-2.33%
-0.01%
3-Month
-11.71%
5.47%
1-Year
1.01%
50.44%
3-Year
5.96%
13.15%
5-Year
13.09%
13.75%
10-Year
8.12%
11.35%
Last Bull Market
18.54%
25.95%
Last Bear Market
-15.45%
-22.55%

Annual Total Return (%) History

Year
MXNZX
Category
2025
--
--
2024
13.62%
--
2023
16.18%
--
2022
-13.18%
--
2021
24.45%
--
2020
13.49%
12.39%
2019
25.96%
26.21%
2018
-11.22%
-11.15%

2017
16.05%
15.93%
2016
20.43%
14.14%
2015
--
-4.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.08% -- -- --
2024 9.91% -3.58% 6.86% 0.33%
2023 3.77% 4.74% -4.31% 11.71%
2022 -4.85% -15.45% -2.51% 10.70%
2021 13.45% 3.52% -1.82% 7.93%
2020 -29.71% 24.10% 4.58% 24.40%
2019 14.45% 2.95% -0.20% 7.11%
2018 -0.80% 4.25% 3.83% -17.31%
2017 3.88% 1.96% 3.18% 6.18%
2016 3.74% 3.97% 3.98% 7.38%

2015 -8.52% 2.47% -- --

Rank in Category (By Total Return)

YTD 75
1-Month 73
3-Month 73
1-Year 75
3-Year 59
5-Year 41

Load Adjusted Returns

1-Year 1.01%
3-Year 5.96%
5-Year 13.09%
10-Year 8.12%

Performance & Risk

YTD Return -2.07%
5y Average Return 12.52%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Empower Funds
Net Assets 1.35B
YTD Return -8.27%
Yield 3.82%
Morningstar Rating
Inception Date Apr 07, 2017

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of the companies included in the benchmark index. The index is designed to measure the performance of 400 midsize companies and represents the mid cap segment of the U.S. equities market.

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