Nasdaq - Delayed Quote USD

Empower Moderately Agg Prfl Inv (MXBPX)

6.85 0.00 (0.00%)
At close: 8:00 PM 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

  • Mid Atlantic Capital Corp
  • DailyAccess Corporation RTC
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests assets in funds according to the following asset allocation ranges: 5% to 35% of assets in international funds, 0% to 15% of assets in emerging markets funds, 0% to 25% of assets in small cap funds, 5% to 35% in mid cap funds, 15% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 5% to 25% in bond funds and 0% to 15% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Empower Funds
Net Assets 997.61M
YTD Return 5.93%
Yield 2.01%
Morningstar Rating
Inception Date May 01, 2015

Performance & Risk

YTD Return 1.48%
5y Average Return 6.58%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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