Empower Lifetime 2050 Fund Institutional Class
MXBSX
NASDAQ
| Weiss Ratings | MXBSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MXBSX-NASDAQ | Click to Compare |
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| Provider | Empower Funds | |||
| Manager/Tenure (Years) | Andrew Corwin (9), Maria L. Mendelsberg (7) | |||
| Website | http://www.greatwestfunds.com | |||
| Fund Information | MXBSX-NASDAQ | Click to Compare |
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| Fund Name | Empower Lifetime 2050 Fund Institutional Class | |||
| Category | Target-Date 2050 | |||
| 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 | MXBSX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.43% | |||
| Dividend | MXBSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.24% | |||
| Asset Allocation | MXBSX-NASDAQ | Click to Compare |
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| Cash | 0.75% | |||
| Stock | 90.85% | |||
| U.S. Stock | 59.75% | |||
| Non-U.S. Stock | 31.10% | |||
| Bond | 7.52% | |||
| U.S. Bond | 6.21% | |||
| Non-U.S. Bond | 1.31% | |||
| Preferred | 0.06% | |||
| Convertible | 0.15% | |||
| Other Net | 0.67% | |||
| Price History | MXBSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.03% | |||
| 30-Day Total Return | 1.51% | |||
| 60-Day Total Return | 6.26% | |||
| 90-Day Total Return | 8.90% | |||
| Year to Date Total Return | 12.66% | |||
| 1-Year Total Return | 11.46% | |||
| 2-Year Total Return | 35.22% | |||
| 3-Year Total Return | 43.69% | |||
| 5-Year Total Return | 64.44% | |||
| Price | MXBSX-NASDAQ | Click to Compare |
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| 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 | MXBSX-NASDAQ | Click to Compare |
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| Nav | $12.72 | |||
| 1-Month Low NAV | $12.19 | |||
| 1-Month High NAV | $12.72 | |||
| 52-Week Low NAV | $10.11 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.72 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | MXBSX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 14.44 | |||
| Balance Sheet | MXBSX-NASDAQ | Click to Compare |
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| Total Assets | 508.93M | |||
| Operating Ratios | MXBSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.57% | |||
| Turnover Ratio | 12.00% | |||
| Performance | MXBSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.88% | |||
| Last Bear Market Total Return | -13.85% | |||