Nasdaq - Delayed Quote USD

Empower SecureFoundation Bal Inv (MXSBX)

13.18
+0.05
+(0.38%)
At close: May 29 at 7:20:30 PM EDT
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  • Previous Close 13.13
  • YTD Return -0.31%
  • Expense Ratio 0.59%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 713.6M
  • Beta (5Y Monthly) 1.00
  • Yield 2.11%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.29
  • Inception Date May 1, 2015

The fund normally invests 45-65% of its net assets (plus the amount of any borrowings for investment purposes) in underlying funds that invest primarily in equity securities and 35-55% of its net assets (plus the amount of any borrowings for investment purposes) in underlying funds that invest primarily in fixed income securities. It currently invests primarily in underlying funds designed to track the performance of a specified securities index. While the fund is non-diversified, it invests in diversified underlying holdings.

Empower Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

713.6M

Net Assets

2015-05-01

Inception Date

More about Empower SecureFoundation Bal Inv

Performance Overview: MXSBX

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Trailing returns as of 5/28/2025. Category is Allocation--50% to 70% Equity.

YTD Return

MXSBX
0.31%
Category
9.69%
 

1-Year Return

MXSBX
7.26%
Category
27.06%
 

3-Year Return

MXSBX
5.47%
Category
11.00%
 

5-Year Return

MXSBX
7.17%
Category
10.26%
 

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Holdings: MXSBX

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Sector Weightings

SectorMXSBX
Technology   20.67%
Financial Services   17.19%
Industrials   13.50%
Consumer Cyclical   12.52%
Healthcare   10.11%
Communication Services   5.91%
Consumer Defensive   5.61%
Real Estate   4.16%
Basic Materials   3.92%
Energy   3.90%
Utilities   2.50%
View More

Recent News: MXSBX

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Research Reports: MXSBX

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