MXBOX Mutual Fund

MXBOX Mutual Fund

NAV$14.15
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.88%
Dividend Yield (Current)
4.58%
Holdings
21
Inception Date
Apr 29, 2016
Fund Family
Empower Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+9.60%
1 Year+18.93%
3 Year+13.95%
5 Year+6.95%
10 Year+9.38%

Asset Allocation

Bonds: 0.65%
Other: 99.35%
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Top Holdings

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TickerNameWeight
MXKWXS&p 500 Index Fund-inst28.86%
MXPBXInternational Index Fund-inst11.52%
MXVHXTrowe Price Eq Income-inst6.53%
MXJVXMfs Intl Value Fund-inst6.18%
MXGSXMulti-man Lrg Cap Growth-inst5.94%
Top 10 Concentration: 80.99%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.58%
Frequency
Semi-Annually
Latest Distribution
$0.48
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MXBOX Mutual Fund Overview

MXBOX Mutual Fund (Empower Lifetime 2050 Fund Investor Class) is managed by Empower Funds. MXBOX expense ratio is 0.88%, holding 21 positions across various sectors. Inception date: 2016-04-29.

MXBOX performance shows a YTD return of 9.60%. The 1-year return is 18.93% and the 5-year return is 6.95%. MXBOX dividend yield stands at 4.58%, paid semi-annually.

MXBOX top holdings include S&p 500 Index Fund-inst (28.9%), International Index Fund-inst (11.5%), Trowe Price Eq Income-inst (6.5%), Mfs Intl Value Fund-inst (6.2%), Multi-man Lrg Cap Growth-inst (5.9%). Go to all MXBOX holdings, MXBOX sectors, or MXBOX dividends.

MXBOX can be compared against other funds. Use MXBOX overlap to find shared positions, or MXBOX vs another fund for a side-by-side view. MXBOX alternatives are available via the screener, along with tax-loss harvesting opportunities.