About MXJUX
Empower Moderately Conservative Profile Fund Institutional Class is a multi-asset allocation mutual fund designed to pursue income and capital appreciation with a cautious risk posture. The fund primarily invests in a mix of underlying fixed income funds, complemented by a smaller allocation to equities and diversifiers, seeking a balanced profile appropriate for moderate downside sensitivity. Its mandate spans U.S. large-, mid-, and small-cap equities, international and emerging markets exposure, real assets such as real estate, and a core of intermediate and short‑term bond strategies, implemented through underlying funds for broad diversification and tactical flexibility. The portfolio typically keeps a significant share in bond funds to dampen volatility while retaining equity exposure for long‑term growth potential. Managed within the Empower family, it follows allocation ranges that cap riskier segments and maintain meaningful fixed income ballast, reflecting a moderately conservative objective. This approach positions the fund as a core option for investors seeking a steadier return path, systematic rebalancing, and professional oversight across asset classes within a single, institutionally priced vehicle.
Fund Family Empower Funds
Category Mix Tgt All Mod
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MXJUX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR
MXJUX had a total return of 7.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.67%.
