Empower Conservative Profile Instl (MXKVX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.67
-0.03 (-0.28%)
At close: Jul 8, 2026
Fund Assets747.98M
Expense Ratio0.41%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.29
Dividend Yield2.73%
Dividend Growth-19.62%
Payout FrequencySemi-Annual
Ex-Dividend DateDec 30, 2025
Previous Close10.70
YTD Return4.39%
1-Year Return8.21%
5-Year Return19.43%
52-Week Low10.10
52-Week High10.73
Beta (5Y)0.36
Holdings18
Inception DateMay 1, 2015

About MXKVX

MXKVX was founded on 2015-05-01. The Fund's investment strategy focuses on Income with 0.02% total expense ratio. The Portfolio seeks preservation of capital primarily through investments in Underlying Portfolios with an emphasis on fixed income investments.

Category Mix Tgt Alloc Con
Stock Exchange NASDAQ
Ticker Symbol MXKVX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR

Performance

MXKVX had a total return of 8.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.67%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FTIWXFidelityFidelity Advisor Asset Manager 20% I0.51%
FTTNXFidelityFidelity Advisor Asset Manager 30% M1.02%
FCANXFidelityFidelity Asset Manager 30%1.52%
FTAWXFidelityFidelity Advisor Asset Manager 20% A0.76%
FIKWXFidelityFidelity Advisor Asset Manager 30% Z0.47%

Other Share Classes

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

SymbolShare ClassExpense Ratio
MXCPXInvestor Class0.76%
MXIPXClass L1.01%

Top 10 Holdings

81.64% of assets
NameSymbolWeight
EMPOWER - GUARANTEED FUNDING ACCOUNTn/a22.62%
Empower Short Duration Bond InstlMXXJX9.14%
Empower Multi-Sector Bond InstlMXUGX8.49%
Empower Global Bond InstitutionalMXZMX8.38%
EMPOWER FUNDS INC - LARGE CAP VALUE-INSTMXVHX6.67%
Empower Core Bond InstlMXIUX6.56%
Empower US Government Secs InstlMXDQX6.56%
Empower Real Estate Index InstlMXSFX4.91%
Empower Inflation-Protected Securities Fund Institutional ClassMXIOX4.37%
Empower High Yield Bond InstlMXFRX3.94%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 30, 2025$0.28307Dec 31, 2025
Sep 9, 2025$0.00951Sep 10, 2025
Dec 30, 2024$0.26388Dec 31, 2024
Sep 10, 2024$0.10013Sep 11, 2024
Dec 28, 2023$0.15516Dec 29, 2023
Sep 8, 2023$0.09746Sep 11, 2023
Full Dividend History