About MXELX
Empower Lifetime 2025 Fund Investor Class is a target‑date mutual fund designed to provide a diversified, age‑appropriate mix of assets for investors nearing the year 2025. The fund seeks capital appreciation and income consistent with its current asset allocation, transitioning after the target year to prioritize income with capital growth as a secondary objective. It follows a glide path that becomes progressively more conservative as the target date approaches, blending equities, bonds, and cash to balance growth and risk. The portfolio is implemented primarily through underlying Empower index and active strategies spanning U.S. large‑cap equities, international equities, core and global bonds, and inflation‑protected securities, resulting in broad multi‑asset exposure. As part of the Target‑Date 2025 category, it serves as a one‑stop, professionally managed solution intended to simplify retirement planning through automatic asset allocation and rebalancing. The Investor Class carries an expense ratio around the low‑0.8% range and is offered as a no‑load share class, reflecting its packaged, multi‑fund structure.
Fund Family Empower Funds
Category Target-Date 2025
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MXELX
Share Class Investor Class
Index MSCI AC World NR USD
MXELX had a total return of 8.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.43%.
