fundvisualizer.com

Empower Lifetime 2020 InstlMXAKX

Performance (before sales charge)

As of 06/30/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2024
Stock
29.89%
Non-U.S. Stock
13.94%
Bond
36.08%
Non-U.S. Bond
6.50%
Preferred
0.12%
Convertible
0.65%
Cash
1.62%
Other
11.20%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 03/31/2024

Empower
11.13%
Empower Bond Index Institutional
10.98%
Empower Infl-Protd Secs Instl
10.71%
Empower S&P 500® Index Institutional
8.49%
Empower Global Bond Institutional
5.47%
Empower Core Bond Instl
5.39%
Empower International Index Instl
4.76%
Empower Short Duration Bond Instl
4.75%
Empower Large Cap Value Instl
4.45%
Empower Multi-Sector Bond Instl
4.37%
Fund assets

$389.13 Million

Share class

Inst

Morningstar category

Target-Date 2020

Expense ratio

0.45%

Investment objective

Asset Allocation

Documents