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Empower Lifetime 2035 Instl (MXTBX)

5.89 0.00 (0.00%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 5.89
  • YTD Return 5.03%
  • Expense Ratio 0.53%
  • Category Target-Date 2035
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.42B
  • Beta (5Y Monthly) 1.10
  • Yield 5.18%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.33
  • 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 planning to retire in (or otherwise begin using the invested funds on), or close to, 2035 (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 2035

Fund Category

1.42B

Net Assets

2015-05-01

Inception Date

Performance Overview: MXTBX

Trailing returns as of 4/23/2024. Category is Target-Date 2035.

YTD Return

MXTBX
5.03%
Category
9.49%
 

1-Year Return

MXTBX
14.95%
Category
29.95%
 

3-Year Return

MXTBX
3.68%
Category
12.29%
 

5-Year Return

MXTBX
7.94%
Category
12.13%
 

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Holdings: MXTBX

Top 9 Holdings (59.20% of Total Assets)

SymbolCompany% Assets
MXKWX
Empower S&P 500 Index Institutional 12.23%
MXCOX
Empower Bond Index Institutional 8.74%
MXPBX
Empower International Index Instl 8.26%
MXVHX
Empower Large Cap Value Instl 6.36%
MXGSX
Empower Large Cap Growth Instl 5.85%
MXNZX
Empower S&P Mid Cap 400 Index Instl 5.22%
MXJVX
Empower International Value Instl 4.37%
MXIUX
Empower Core Bond Instl 4.29%
MXHTX
Empower International Growth Instl 3.88%

Sector Weightings

SectorMXTBX
Technology   18.15%
Industrials   12.34%
Healthcare   12.01%
Real Estate   8.08%
Energy   4.85%
Utilities   2.26%

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