MXHBX Mutual Fund

MXHBX Mutual Fund

NAV$13.33
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.53%
Dividend Yield (Current)
2.14%
Holdings
21
Inception Date
Jan 10, 2025
Fund Family
Empower Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.44%
1 Year+20.53%

Asset Allocation

Bonds: 0.22%
Other: 99.78%
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Top Holdings

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TickerNameWeight
MXKWXS&p 500 Index Fund-inst28.64%
MXPBXInternational Index Fund-inst12.73%
MXJVXMfs Intl Value Fund-inst6.84%
MXVHXTrowe Price Eq Income-inst6.49%
MXHTXMfs Intl Growth Fund-inst5.92%
Top 10 Concentration: 84.11%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.14%
Frequency
Annually

Peer Comparison

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

MXHBX Mutual Fund Overview

MXHBX Mutual Fund (Empower Lifetime 2065 Fund Institutional Class) is managed by Empower Funds. MXHBX expense ratio is 0.53%, holding 21 positions across various sectors. Inception date: 2025-01-10.

MXHBX performance shows a YTD return of 10.44%. The 1-year return is 20.53%. MXHBX dividend yield stands at 2.14%, paid annually.

MXHBX top holdings include S&p 500 Index Fund-inst (28.6%), International Index Fund-inst (12.7%), Mfs Intl Value Fund-inst (6.8%), Trowe Price Eq Income-inst (6.5%), Mfs Intl Growth Fund-inst (5.9%). Go to all MXHBX holdings, MXHBX sectors, or MXHBX dividends.

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