Empower Lifetime 2050 Instl (MXBSX)

Fund Assets	561.26M
Expense Ratio	0.53%
Min. Investment	$0.00
Turnover	12.00%
Dividend (ttm)	0.28
Dividend Yield	1.95%
Dividend Growth	-10.58%
Payout Frequency	n/a
Ex-Dividend Date	Dec 30, 2025

Previous Close	14.28
YTD Return	13.32%
1-Year Return	18.29%
5-Year Return	47.44%
52-Week Low	12.13
52-Week High	14.40
Beta (5Y)	0.94
Holdings	21
Inception Date	Apr 28, 2016

About MXBSX

Empower Lifetime 2050 Fund Institutional Class is a mutual fund designed to provide a diversified investment portfolio with a long-term focus. Its primary purpose is to seek capital appreciation and income consistent with its asset allocation, shifting towards income generation after 2050. This fund is part of a broader category of target-date funds, which gradually adjust their asset mix to align with the investor's retirement timeline. It typically involves a mix of investments across various sectors and industries, including equities and fixed income, aiming to balance risk and return. By catering to investors nearing retirement, the fund plays a significant role in retirement planning and wealth management strategies.

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

Performance

MXBSX had a total return of 18.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.43%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MXBOX	Investor Class	0.88%
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	$0.2767	Dec 31, 2025
Sep 9, 2025	$0.38769	Sep 10, 2025
Dec 30, 2024	$0.37865	Dec 31, 2024
Sep 10, 2024	$0.45405	Sep 11, 2024
Dec 28, 2023	$0.28075	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 28, 2026

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