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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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Ausdal Financial Partners Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • WFA MF Advisory Updated 4.1.25
  • DailyAccess Corporation FRIAG
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Scottrade NTF
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.3.24
  • Investacorp NTF
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Ameriprise SPS Advisor
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)

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.

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

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

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