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Nasdaq - Delayed Quote USD

Empower Lifetime 2035 Instl (MXTBX)

5.43
+0.02
+(0.37%)
At close: 6:46:42 PM EDT

Top 9 Holdings (63.47% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 19.21%
MXCOX
Empower Bond Index Institutional 8.30%
MXPBX
Empower International Index Instl 8.01%
MXVHX
Empower Large Cap Value Instl 5.51%
MXGSX
Empower Large Cap Growth Instl 5.02%
MXIUX
Empower Core Bond Instl 4.65%
MXKJX
Empower Mid Cap Value Instl 4.37%
MXJVX
Empower International Value Instl 4.25%
MXUGX
Empower Multi-Sector Bond Instl 4.15%
Get Quotes for Top Holdings

Sector Weightings

SectorMXTBX
Technology   22.46%
Financial Services   15.40%
Industrials   11.60%
Consumer Cyclical   11.14%
Healthcare   10.89%
Real Estate   7.04%
Communication Services   6.17%
Consumer Defensive   5.45%
Energy   3.85%
Basic Materials   3.58%
Utilities   2.42%

Overall Portfolio Composition (%)

Cash 1.37%
Stocks 69.09%
Bonds 24.82%
Others 4.10%
Preferred 0.15%
Convertible 0.46%

Bond Ratings

US Government 9.77%
AAA 51.06%
AA 2.57%
A 9.85%
BBB 17.67%
BB 4.73%
B 3.84%
Below B 1.14%
Other 9.15%

Equity Holdings

Average MXTBX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.38 2.93
Price/Sales 0.52 2.15
Price/Cashflow 0.08 14.21
Median Market Cap 67,947.44 73,415.04
3 Year Earnings Growth 10.86 12.26

Bond Holdings

Average MXTBX Category Average
Maturity 9.48 8.06
Duration 3.99 6.61
Credit Quality -- --

Performance & Risk

YTD Return -0.55%
5y Average Return 9.72%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Empower Funds
Net Assets 1.55B
YTD Return 0.18%
Yield 5.81%
Morningstar Rating
Inception Date May 01, 2015

Fund Summary

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, 2035 (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.

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