Empower Lifetime 2065 Svc (MXHDX)
| Fund Assets | 44.93K |
| Expense Ratio | 1.01% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.28 |
| Dividend Yield | 2.34% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 12.15 |
| YTD Return | 4.38% |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 10.32 |
| 52-Week High | 12.25 |
| Beta (5Y) | n/a |
| Holdings | 21 |
| Inception Date | n/a |
About MXHDX
The Empower Lifetime 2065 Fund is an actively managed Allocation Target-Date fund designed to provide a diversified investment portfolio for individuals planning to retire around 2065. Its primary function is to seek capital appreciation and income consistent with its asset allocation, transitioning to focus more on income with secondary capital growth after the target retirement year. The fund invests in a mix of equity, fixed income, real estate investment trusts (REITs), and other securities to manage risk and optimize returns. It caters to investors with a long-term perspective, offering a convenient, professionally managed portfolio that gradually shifts to more conservative allocations as the target date approaches, thereby providing a balanced investment strategy across various asset classes.
Top 10 Holdings
83.81% of assets| Name | Symbol | Weight |
|---|---|---|
| Empower S&P 500® Index Fund Institutional Class | MXKWX | 26.87% |
| Empower International Index Fund Institutional Class | MXPBX | 12.70% |
| Empower International Value Fund Institutional Class | MXJVX | 6.75% |
| EMPOWER FUNDS INC - LARGE CAP VALUE-INST | MXVHX | 6.00% |
| Empower International Growth Fund Institutional Class | MXHTX | 5.97% |
| Empower Mid Cap Value Fund Institutional Class | MXKJX | 5.78% |
| Empower Large Cap Growth Fund Institutional Class | MXGSX | 5.48% |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional Class | MXYKX | 5.33% |
| Fidelity Emerging Markets Index Fund | FPADX | 4.48% |
| Empower Emerging Markets Equity Fund Institutional Class | MXENX | 4.46% |