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Empower Moderately Agg Prfl Inv (MXBPX)
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6.97 - YTD Return 5.93%
- Expense Ratio 0.66%
- Category Allocation--70% to 85% Equity
- Last Cap Gain -17.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 997.61M
- Beta (5Y Monthly) 1.06
- Yield 2.01%
- 5y Average Return --
- Holdings Turnover 19.00%
- Last Dividend 0.15
- Inception Date May 1, 2015
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.
Empower Funds
Fund Family
Allocation--70% to 85% Equity
Fund Category
997.61M
Net Assets
2015-05-01
Inception Date
Performance Overview: MXBPX
Trailing returns as of 4/23/2024. Category is Allocation--70% to 85% Equity.
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MXAPX Empower Aggressive Profile Inv
5.70
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MXCPX Empower Conservative Profile Inv
7.40
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MXMPX Empower Moderate Profile Inv
6.42
0.00%
MXDPX Empower Moderately Cnsrv Pfl Inv
8.00
-0.12%
MXVIX Empower S&P 500 Index Investor
32.56
0.00%
MXMGX Empower T. Rowe Price Mid Cp Gr Inv
36.81
+0.22%
MXISX Empower S&P SmallCap 600 Index Inv
12.42
-0.32%
MXMDX Empower S&P Mid Cap 400 Index Inv
19.98
0.00%
MXBIX Empower Bond Index Inv
12.34
-0.24%
MXLMX Empower Multi-Sector Bond Investor
12.62
-0.24%
MXEQX Empower Large Cap Value Inv
30.26
+0.17%
MXINX Empower International Index Inv
12.72
-0.08%
MXIVX Empower International Value Inv
12.59
-0.24%
MXEOX Empower Emerging Markets Equity Inv
8.68
+0.70%
MXLGX Empower Large Cap Growth Inv
9.87
-0.10%
MXETX Empower Core Strategies US Eq Inv
11.87
0.00%
Holdings: MXBPX
Top 9 Holdings (70.63% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMXBPX
Financial Services 16.26%
Technology 15.30%
Industrials 13.43%
Healthcare 12.38%
Consumer Cyclical 9.95%
Real Estate 7.94%
Consumer Defensive 6.32%
Energy 5.86%
Basic Materials 5.61%
Communication Services 4.39%
Utilities 2.59%
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