Empower Lifetime 2065 Svc (MXHDX)
| Fund Assets | 44.93K |
| Expense Ratio | 0.98% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.28 |
| Dividend Yield | 2.20% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 12.86 |
| YTD Return | 11.08% |
| 1-Year Return | 20.39% |
| 5-Year Return | n/a |
| 52-Week Low | 10.92 |
| 52-Week High | 13.03 |
| 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.
Performance
MXHDX had a total return of 20.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 26.23%.
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% |