Empower Lifetime 2050 Inv (MXBOX)
| Fund Assets | 561.26M |
| Expense Ratio | 0.88% |
| Min. Investment | $0.00 |
| Turnover | 12.00% |
| Dividend (ttm) | 0.63 |
| Dividend Yield | 4.58% |
| Dividend Growth | -20.72% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 13.83 |
| YTD Return | 10.46% |
| 1-Year Return | 19.31% |
| 5-Year Return | 43.70% |
| 52-Week Low | 12.03 |
| 52-Week High | 13.93 |
| Beta (5Y) | 0.94 |
| Holdings | 21 |
| Inception Date | Apr 28, 2016 |
About MXBOX
Empower Lifetime 2050 Investor is a target-date mutual fund designed to help investors accumulate wealth for retirement with a planned horizon around the year 2050. Its primary function is to provide capital appreciation and income through a diversified portfolio that gradually shifts its asset allocation from growth-oriented equities to more income-focused investments as the target date approaches and passes. Initially, the fund allocates a significant portion of its assets to domestic and international equities, including large-cap, mid-cap, small-cap, and emerging markets, offering broad exposure to major sectors and geographies. As the 2050 target date nears, the asset mix transitions to increase allocations to fixed income and other lower-risk securities, aiming to reduce volatility and prioritize income over growth. Empower Lifetime 2050 Investor plays a significant role in the retirement and long-term investment market by offering a hands-off, professionally managed glide path tailored for individuals seeking to align their investment strategy with a specific retirement year. The fund’s asset allocation and automatic rebalancing make it a popular choice within employer-sponsored 401(k) plans and among individual investors pursuing a managed retirement investment solution.
Performance
MXBOX had a total return of 19.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.95%.
Top 10 Holdings
80.99% of assets| Name | Symbol | Weight |
|---|---|---|
| Empower S&P 500 Index Institutional | MXKWX | 28.86% |
| Empower International Index Instl | MXPBX | 11.52% |
| EMPOWER FUNDS INC - LARGE CAP VALUE-INST | MXVHX | 6.53% |
| Empower International Value Instl | MXJVX | 6.18% |
| Empower Large Cap Growth Instl | MXGSX | 5.94% |
| Empower International Growth Instl | MXHTX | 5.36% |
| Empower Mid Cap Value Instl | MXKJX | 4.81% |
| Empower T. Rowe Price Mid Cp Gr Instl | MXYKX | 4.45% |
| Fidelity Emerging Markets Index Fund | FPADX | 3.68% |
| Empower Emerging Markets Equity Inst | MXENX | 3.66% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.24658 | Dec 31, 2025 |
| Sep 9, 2025 | $0.38686 | Sep 10, 2025 |
| Dec 30, 2024 | $0.34496 | Dec 31, 2024 |
| Sep 10, 2024 | $0.45405 | Sep 11, 2024 |
| Dec 28, 2023 | $0.25215 | Dec 29, 2023 |
| Sep 8, 2023 | $0.26326 | Sep 11, 2023 |