Empower Lifetime 2065 Instl (MXHBX)
| Fund Assets | 44.93K |
| Expense Ratio | 0.53% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.28 |
| Dividend Yield | 2.14% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 12.93 |
| YTD Return | 10.61% |
| 1-Year Return | 19.79% |
| 5-Year Return | n/a |
| 52-Week Low | 10.94 |
| 52-Week High | 13.11 |
| Beta (5Y) | n/a |
| Holdings | 21 |
| Inception Date | n/a |
About MXHBX
The Empower Lifetime 2065 Fund Institutional Class is an actively managed, target-date investment fund launched in 2025, designed for investors who are planning to retire in or near the year 2065. Its primary objective is to seek capital appreciation and income consistent with its evolving asset allocation, transitioning toward a greater emphasis on income and capital preservation as the target year approaches. The fund achieves its investment goal by allocating assets across a diversified mix of underlying funds, which include exposure to global equities, fixed income, and other asset classes. This approach tailors the portfolio’s risk profile to align with the expected timeline of its investors, gradually shifting from growth-oriented strategies to more conservative allocations as retirement nears. The Empower Lifetime 2065 Fund Institutional Class is positioned as a core component within retirement planning portfolios, offering participants a convenient, professionally managed solution for long-term investment objectives. Managed by Empower Funds, this fund plays a notable role in the retirement planning segment of the financial market, helping investors navigate the complexities of asset allocation and long-term wealth management.
Performance
MXHBX had a total return of 19.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 26.00%.
Top 10 Holdings
84.11% of assets| Name | Symbol | Weight |
|---|---|---|
| Empower S&P 500 Index Institutional | MXKWX | 28.64% |
| Empower International Index Instl | MXPBX | 12.73% |
| Empower International Value Instl | MXJVX | 6.84% |
| EMPOWER FUNDS INC - LARGE CAP VALUE-INST | MXVHX | 6.49% |
| Empower International Growth Instl | MXHTX | 5.92% |
| Empower Large Cap Growth Instl | MXGSX | 5.88% |
| Empower Mid Cap Value Instl | MXKJX | 4.62% |
| Fidelity Emerging Markets Index Fund | FPADX | 4.37% |
| Empower Emerging Markets Equity Inst | MXENX | 4.35% |
| Empower T. Rowe Price Mid Cp Gr Instl | MXYKX | 4.27% |