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Empower Lifetime 2035 Instl (MXTBX)

5.43
+0.02
+(0.37%)
At close: 6:26:41 PM EDT

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.

Empower Lifetime 2035 Instl

Greenwood Village CO 80111
8515 E Orchard Rd

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 Operations

Last Dividend 0.35
Last Cap Gain -6.00
Holdings Turnover 16.00%
Average for Category --

Fees & Expenses

Expense MXTBX Category Average
Annual Report Expense Ratio (net) 0.53% 0.45%
Prospectus Net Expense Ratio 0.53% --
Prospectus Gross Expense Ratio 0.54% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.35%
Max Deferred Sales Load -- 1.50%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Maria L. Mendelsberg, Lead Manager since April 30, 2018
Maria Mendelsberg, CFA, Portfolio Manager, has managed the Funds since 2018. In addition to the Funds, Ms. Mendelsberg manages the Great-West Profile Funds, Great-West Conservative Lifetime Funds, and Great-West SecureFoundation Funds. Ms. Mendelsberg was previously a Partner and Investment Principal/Equity Analyst at Cambiar Investors from 1997-2016. Ms. Mendelsberg received a B.A. in Economics and Classics from Brown University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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