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Empower Aggressive Profile Instl (MXGTX)

11.59
-0.01
(-0.09%)
At close: 8:01:42 PM EDT

Fund Summary

The fund usually invests in underlying equity funds according to the following asset allocation ranges: 10% to 40% of assets in international funds, 0%-15% of assets in emerging markets funds, 5% to 35% of assets in small cap funds, 10% to 40% of assets in mid cap funds, 25% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 0% to 10% in bond fund and 0% to 10% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.52%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 3.85%
5y Average Return 13.31%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MXGTXCategory AverageMXGTXCategory AverageMXGTXCategory Average
Alpha 1.62 -- 3.46 -- 0.69 --
BETA 1.32 -- 1.36 -- 1.48 --
Mean Annual Return 0.77 -- 1.1 -- 0.77 --
R-squared 93.78 -- 94.45 -- 94.4 --
Standard Deviation 16.34 -- 15.64 -- 15.37 --
Sharpe Ratio 0.28 -- 0.66 -- 0.47 --
Treynor Ratio 2.62 -- 7.22 -- 4.26 --

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