Empower Lifetime 2040 FundMXBEX
Type
Mutual fund
Peer group
Target-date
Net assets
$938.7M
Expense ratio
0.95%
1-year return
+14.1%
3 years, a year
+10.8%
5 years, a year
+5.5%
Holdings
22
What it aims to do.
The Fund seeks capital appreciation and income consistent with its current asset allocation. After 2040, the Fund seeks income and secondarily, capital growth .
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Empower Funds Inc | 26.35% |
| Empower Funds Inc | 9.48% |
| Empower Funds Inc | 6.02% |
| Empower Funds Inc | 5.96% |
| Empower Funds Inc | 5.42% |
| Empower Funds Inc | 5.09% |
| Empower Funds Inc | 4.52% |
| Empower Funds Inc | 4.41% |
| Empower Funds Inc | 4.19% |
| Empower Funds Inc | 3.61% |
More on MXBEX.
- MXBEX overview
- MXBEX holdings
- MXBEX risk
- MXBEX costs
- MXBEX money in and out
- MXBEX share classes
- Compare MXBEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.