Empower Lifetime 2050 Inv (MXBOX)

Fund Assets	561.26M
Expense Ratio	0.88%
Min. Investment	$0.00
Turnover	12.00%
Dividend (ttm)	0.25
Dividend Yield	1.75%
Dividend Growth	-10.87%
Payout Frequency	n/a
Ex-Dividend Date	Dec 30, 2025

Previous Close	14.16
YTD Return	13.10%
1-Year Return	17.90%
5-Year Return	44.93%
52-Week Low	12.03
52-Week High	14.27
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.

• Fund Family: Empower Funds
• Category: Target-Date 2050
• Performance Rating: Low
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MXBOX
• Share Class: Investor Class
• Index: MSCI AC World NR USD

Performance

MXBOX had a total return of 17.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.07%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MXBSX	Institutional Class	0.53%
MXBQX	Service Class	0.98%

Top 10 Holdings

80.78% of assets

Name	Symbol	Weight
Empower S&P 500® Index Institutional	MXKWX	28.96%
Empower International Index Instl	MXPBX	11.36%
Empower Large Cap Value Instl	MXVHX	6.46%
Empower Large Cap Growth Instl	MXGSX	6.00%
Empower International Value Instl	MXJVX	6.00%
Empower International Growth Instl	MXHTX	5.37%
Empower Mid Cap Value Instl	MXKJX	4.79%
Empower T. Rowe Price Mid Cp Gr Instl	MXYKX	4.56%
Fidelity Emerging Markets Index Fund	FPADX	3.65%
Empower Emerging Markets Equity Inst	MXENX	3.64%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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