Empower Lifetime 2020 Fund Institutional Class
MXAKX
NASDAQ
| Weiss Ratings | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Empower Funds | |||
| Manager/Tenure (Years) | Andrew Corwin (9), Maria L. Mendelsberg (7) | |||
| Website | http://www.greatwestfunds.com | |||
| Fund Information | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Empower Lifetime 2020 Fund Institutional Class | |||
| Category | Target-Date 2020 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Apr 28, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.00% | |||
| Dividend | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.09% | |||
| Asset Allocation | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.23% | |||
| Stock | 43.96% | |||
| U.S. Stock | 32.24% | |||
| Non-U.S. Stock | 11.72% | |||
| Bond | 41.74% | |||
| U.S. Bond | 34.57% | |||
| Non-U.S. Bond | 7.17% | |||
| Preferred | 0.17% | |||
| Convertible | 0.64% | |||
| Other Net | 11.27% | |||
| Price History | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.54% | |||
| 30-Day Total Return | 1.68% | |||
| 60-Day Total Return | 3.84% | |||
| 90-Day Total Return | 3.46% | |||
| Year to Date Total Return | 9.74% | |||
| 1-Year Total Return | 7.80% | |||
| 2-Year Total Return | 27.68% | |||
| 3-Year Total Return | 38.90% | |||
| 5-Year Total Return | 35.98% | |||
| Price | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $11.02 | |||
| 1-Month Low NAV | $10.90 | |||
| 1-Month High NAV | $11.11 | |||
| 52-Week Low NAV | $9.76 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.11 | |||
| 52-Week High Price (Date) | Sep 08, 2025 | |||
| Beta / Standard Deviation | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.60 | |||
| Standard Deviation | 7.86 | |||
| Balance Sheet | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 485.57M | |||
| Operating Ratios | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.44% | |||
| Turnover Ratio | 17.00% | |||
| Performance | MXAKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.14% | |||
| Last Bear Market Total Return | -9.30% | |||