Nasdaq - Delayed Quote USD

Empower Lifetime 2060 Instl (MXGUX)

11.40
+0.06
+(0.53%)
At close: May 16 at 8:01:41 PM EDT
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  • Previous Close 11.34
  • YTD Return 0.09%
  • Expense Ratio 0.58%
  • Category Target-Date 2060+
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 99.32M
  • Beta (5Y Monthly) 1.28
  • Yield 2.62%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.29
  • Inception Date May 1, 2019

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, 2060 (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 2060+

Fund Category

99.32M

Net Assets

2019-05-01

Inception Date

Performance Overview: MXGUX

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Trailing returns as of 5/15/2025. Category is Target-Date 2060+.

YTD Return

MXGUX
0.09%
Category
6.10%
 

1-Year Return

MXGUX
8.50%
Category
14.41%
 

3-Year Return

MXGUX
7.62%
Category
4.94%
 

5-Year Return

MXGUX
11.05%
Category
9.53%
 

Holdings: MXGUX

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Sector Weightings

SectorMXGUX
Technology   22.05%
Industrials   12.01%
Healthcare   10.80%
Real Estate   6.28%
Energy   3.85%
Utilities   2.38%

Recent News: MXGUX

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Research Reports: MXGUX

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