About SFBPX
Empower SecureFoundation Balanced ETF Fund Class A is a mutual fund designed to achieve a balance between long-term capital appreciation and income. Classified within the moderate allocation category, the fund typically invests between 45% and 65% of its net assets across a diverse mix of asset classes, including domestic and international stocks, bonds, and cash equivalents. By employing a blend of large-cap equities and fixed income instruments, this fund targets investors seeking both growth and stability within a single portfolio. The fund’s largest holdings consist primarily of broad-market exchange-traded funds, such as those tracking the total bond market, S&P 500, and international equity indices, providing significant diversification. Notably, Empower SecureFoundation Balanced ETF Fund Class A maintains a competitive expense ratio within the lowest fee quintile among its peers, reflecting its cost efficiency. With a low turnover rate and a focus on high to moderate credit quality, the fund is structured to manage risk while pursuing capital growth and income generation. It plays a significant role for investors aiming for a moderate risk profile and a diversified approach to portfolio management, particularly in retirement or long-term investment plans.
Fund Family Empower Funds
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SFBPX
Share Class Class A
Index Wilshire 5000 Total Market TR
SFBPX had a total return of 14.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.90%.
