About MXLSX
Empower Small Cap Value Fund Investor Class is an actively managed mutual fund focused on long-term capital growth through investment in small-cap companies, predominantly within the Russell 2000 Index market capitalization range. The fund employs a small value investment style, emphasizing stocks that are considered undervalued relative to their peers, with the objective of capitalizing on recovery potential. Its portfolio is diversified across several sectors including energy, technology, industrials, financial services, and healthcare, with notable holdings such as Weatherford International PLC, Vontier Corp, and Moog Inc. The fund has a history dating back to 1994 and maintains an expense ratio of approximately 1.09%. It operates with an average distribution fee level and a semi-annual dividend payout schedule. With over 440 holdings and a turnover rate near 74%, the fund reflects a dynamic approach to managing small-cap value stocks. As part of the small value category, the fund plays a significant role for investors seeking exposure to smaller companies with value-oriented opportunities within the U.S. equity market.
Fund Family Empower Funds
Category Small Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MXLSX
Share Class Investor Class
Index Russell 2000 Value TR
MXLSX had a total return of 19.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.67%.
