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Nasdaq - Delayed Quote USD

Empower Lifetime 2025 Instl (MXQBX)

5.96
+0.02
+(0.34%)
At close: 8:01:42 PM EDT
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  • Previous Close 5.94
  • YTD Return 2.38%
  • Expense Ratio 0.47%
  • Category Target-Date 2025
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.4B
  • Beta (5Y Monthly) 0.89
  • Yield 6.03%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.38
  • Inception Date May 1, 2015

The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in (or otherwise begin using the invested funds on), or close to, 2025 (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 2025

Fund Category

1.4B

Net Assets

2015-05-01

Inception Date

More about Empower Lifetime 2025 Instl

Performance Overview: MXQBX

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Trailing returns as of 3/28/2025. Category is Target-Date 2025.

YTD Return

MXQBX
2.38%
Category
6.61%
 

1-Year Return

MXQBX
8.62%
Category
21.54%
 

3-Year Return

MXQBX
4.11%
Category
10.23%
 

5-Year Return

MXQBX
6.90%
Category
9.75%
 

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Holdings: MXQBX

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Sector Weightings

SectorMXQBX
Technology   19.90%
Financial Services   14.84%
Industrials   12.38%
Healthcare   11.50%
Consumer Cyclical   10.83%
Real Estate   9.57%
Consumer Defensive   5.49%
Communication Services   5.22%
Basic Materials   4.04%
Energy   3.86%
Utilities   2.38%
View More

Recent News: MXQBX

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Research Reports: MXQBX

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