Nasdaq - Delayed Quote USD

Empower Lifetime 2015 Inv (MXLYX)

12.73 -0.02 (-0.16%)
At close: 8:05 AM EDT
Loading Chart for MXLYX
DELL
  • Previous Close 12.75
  • YTD Return 2.90%
  • Expense Ratio 0.42%
  • Category Target-Date 2015
  • Last Cap Gain -11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 492.05M
  • Beta (5Y Monthly) 0.77
  • Yield 2.78%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.37
  • Inception Date May 1, 2015

The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors who retired in (or otherwise began using the invested funds on), or close to, 2015 (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 Funds

Fund Family

Target-Date 2015

Fund Category

492.05M

Net Assets

2015-05-01

Inception Date

Performance Overview: MXLYX

Trailing returns as of 4/17/2024. Category is Target-Date 2015.

YTD Return

MXLYX
2.90%
Category
5.24%
 

1-Year Return

MXLYX
9.45%
Category
17.09%
 

3-Year Return

MXLYX
1.98%
Category
9.13%
 

5-Year Return

MXLYX
5.20%
Category
8.26%
 

People Also Watch

Holdings: MXLYX

Top 9 Holdings (60.03% of Total Assets)

SymbolCompany% Assets
MXIOX
Great-West Funds Inc - Inflation Protected Securities Fund 13.37%
MXCOX
Empower Bond Index Institutional 10.20%
MXKWX
Empower S&P 500 Index Institutional 7.86%
MXXJX
Empower Short Duration Bond Instl 5.75%
MXZMX
Empower Global Bond Institutional 5.46%
MXIUX
Empower Core Bond Instl 5.02%
MXPBX
Empower International Index Instl 4.20%
MXVHX
Empower Large Cap Value Instl 4.09%
MXUGX
Empower Multi-Sector Bond Instl 4.07%

Sector Weightings

SectorMXLYX
Technology   18.00%
Healthcare   11.85%
Industrials   11.76%
Real Estate   10.78%
Energy   4.74%
Utilities   2.26%

Related Mutual Fund News

Top Mutual Funds