About MXATX
Empower Lifetime 2030 Fund Investor Class is a target-date mutual fund designed to provide a professionally managed asset mix for investors approaching the year 2030. Its objective emphasizes capital appreciation and income based on its current allocation, shifting after 2030 to prioritize income and, secondarily, capital growth. The fund allocates across a diversified lineup of underlying stock and bond funds, including large-cap U.S. equities, international equities, core and inflation-protected bonds, and global bonds, seeking a balanced profile appropriate for investors nearing retirement. Its glide path gradually reduces equity exposure as 2030 approaches, aligning risk with time horizon and spending needs. The strategy is part of the Target-Date 2030 category and is structured to deliver a one-stop portfolio that rebalances automatically through the transition into retirement. Public data sources also track its long-term performance record, distributions, and expense profile for ongoing evaluation by investors and plan sponsors. Sustainability screens indicate the fund holds exposure to fossil fuel-related companies, a consideration for values-based assessments.
Fund Family Empower Funds
Category Target-Date 2030
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MXATX
Share Class Investor Class
Index MSCI AC World NR USD
MXATX had a total return of 8.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.35%.
