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	2.09%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 30, 2025

Previous Close	13.34
YTD Return	14.03%
1-Year Return	19.81%
5-Year Return	n/a
52-Week Low	11.24
52-Week High	13.44
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.

• Fund Family: Empower Funds
• Category: Target-Date 2065+
• Stock Exchange: NASDAQ
• Ticker Symbol: MXHBX
• Share Class: Institutional Class

Performance

MXHBX had a total return of 19.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 25.95%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MXHCX	Investor Class	0.88%
MXHDX	Service Class	0.98%

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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.27892	Dec 31, 2025

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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