fundvisualizer.com

Empower Lifetime 2050 InstlMXBSX

Performance (before sales charge)

As of 08/31/2024

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 06/30/2024
Stock
55.19%
Non-U.S. Stock
35.48%
Bond
6.39%
Non-U.S. Bond
1.45%
Preferred
0.04%
Convertible
0.18%
Cash
0.58%
Other
0.69%

Due to rounding, percentages may not equal 100%.

Sectors

As of 06/30/2024

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 06/30/2024

Empower S&P 500® Index Institutional
15.01%
Empower International Index Instl
11.94%
Empower Large Cap Value Instl
7.80%
Empower Large Cap Growth Instl
7.22%
Empower S&P Mid Cap 400® Index Instl
6.47%
Empower International Value Instl
6.32%
Empower International Growth Instl
5.63%
Empower S&P SmallCap 600® Index Instl
5.23%
Empower Emerging Markets Equity Inst
5.12%
Fidelity Emerging Markets Idx
5.11%
Fund assets

$403.29 Million

Share class

Inst

Morningstar category

Target-Date 2050

Expense ratio

0.57%

Investment objective

Asset Allocation

Documents