Empower Lifetime 2060 Fund Institutional Class
MXGUX
NASDAQ
| Weiss Ratings | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Empower Funds | |||
| Manager/Tenure (Years) | Andrew Corwin (6), Maria L. Mendelsberg (6) | |||
| Website | http://www.greatwestfunds.com | |||
| Fund Information | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Empower Lifetime 2060 Fund Institutional Class | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | May 01, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.41% | |||
| Dividend | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.23% | |||
| Asset Allocation | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.68% | |||
| Stock | 93.13% | |||
| U.S. Stock | 58.06% | |||
| Non-U.S. Stock | 35.07% | |||
| Bond | 5.58% | |||
| U.S. Bond | 4.60% | |||
| Non-U.S. Bond | 0.98% | |||
| Preferred | 0.05% | |||
| Convertible | 0.12% | |||
| Other Net | 0.44% | |||
| Price History | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.24% | |||
| 30-Day Total Return | 3.94% | |||
| 60-Day Total Return | 7.53% | |||
| 90-Day Total Return | 12.85% | |||
| Year to Date Total Return | 9.51% | |||
| 1-Year Total Return | 12.58% | |||
| 2-Year Total Return | 29.53% | |||
| 3-Year Total Return | 46.53% | |||
| 5-Year Total Return | 69.55% | |||
| Price | MXGUX-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 | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $11.85 | |||
| 1-Month Low NAV | $11.41 | |||
| 1-Month High NAV | $11.85 | |||
| 52-Week Low NAV | $9.67 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.85 | |||
| 52-Week High Price (Date) | Jul 02, 2025 | |||
| Beta / Standard Deviation | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.00 | |||
| Standard Deviation | 15.00 | |||
| Balance Sheet | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 111.59M | |||
| Operating Ratios | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MXGUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.80% | |||
| Last Bear Market Total Return | -13.86% | |||