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Nasdaq - Delayed Quote USD

Empower Lifetime 2055 Instl (MXZHX)

4.5300
+0.0200
+(0.44%)
At close: 8:06:43 AM EDT

Top 10 Holdings (78.81% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 23.25%
MXPBX
Empower International Index Instl 12.01%
MXVHX
Empower Large Cap Value Instl 6.68%
MXJVX
Empower International Value Instl 6.37%
MXGSX
Empower Large Cap Growth Instl 6.09%
MXHTX
Empower International Growth Instl 5.60%
MXKJX
Empower Mid Cap Value Instl 5.11%
MXYKX
Empower T. Rowe Price Mid Cp Gr Instl 4.67%
FPADX
Fidelity Emerging Markets Idx 4.52%
MXENX
Empower Funds, Inc. - Empower Emerging Markets Equity Fund 4.51%
Get Quotes for Top Holdings

Sector Weightings

SectorMXZHX
Technology   22.17%
Financial Services   15.95%
Industrials   11.97%
Consumer Cyclical   11.16%
Healthcare   10.84%
Real Estate   6.23%
Communication Services   6.11%
Consumer Defensive   5.52%
Energy   3.86%
Basic Materials   3.80%
Utilities   2.39%

Overall Portfolio Composition (%)

Cash 0.69%
Stocks 92.26%
Bonds 6.35%
Others 0.50%
Preferred 0.06%
Convertible 0.14%

Bond Ratings

US Government 2.85%
AAA 50.21%
AA 2.55%
A 9.81%
BBB 17.06%
BB 5.22%
B 4.52%
Below B 1.31%
Other 9.32%

Equity Holdings

Average MXZHX Category Average
Price/Earnings 0.05 22.66
Price/Book 0.4 2.79
Price/Sales 0.54 2.08
Price/Cashflow 0.08 14.07
Median Market Cap 61,803.42 67,491.51
3 Year Earnings Growth 10.97 11.77

Bond Holdings

Average MXZHX Category Average
Maturity -- 8.1
Duration 4.06 6.61
Credit Quality -- --

Performance & Risk

YTD Return -0.88%
5y Average Return 11.68%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family Empower Funds
Net Assets 596.79M
YTD Return 0.00%
Yield 5.74%
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, 2055 (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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