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Empower SecureFoundation Balanced ETF Fund (SFBPX)

10.68
+0.02
+(0.19%)
At close: 8:02:12 PM EDT
Loading Chart for SFBPX
  • Previous Close 10.66
  • YTD Return -0.36%
  • Expense Ratio 0.28%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 18.59M
  • Beta (5Y Monthly) 1.02
  • Yield 2.62%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.30
  • Inception Date Jan 23, 2012

The fund normally invests 45-65% of its net assets (plus the amount of any borrowings for investment purposes) in underlying ETFs that invest primarily in equity securities and 35-55% of its net assets (plus the amount of any borrowings for investment purposes) in underlying ETFs that invest primarily in fixed income securities. While the fund is non-diversified, it invests in diversified underlying holdings.

Empower Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

18.59M

Net Assets

2012-01-23

Inception Date

Performance Overview: SFBPX

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Trailing returns as of 4/14/2025. Category is Allocation--50% to 70% Equity.

YTD Return

SFBPX
0.36%
Category
9.69%
 

1-Year Return

SFBPX
4.30%
Category
27.06%
 

3-Year Return

SFBPX
3.61%
Category
11.00%
 

5-Year Return

SFBPX
8.95%
Category
10.26%
 

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Holdings: SFBPX

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Sector Weightings

SectorSFBPX
Technology   20.90%
Industrials   13.69%
Healthcare   10.56%
Energy   4.28%
Real Estate   4.16%
Utilities   2.66%

Recent News: SFBPX

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Research Reports: SFBPX

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