MXOAX Mutual Fund

MXOAX Mutual Fund

NAV$11.05
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Fund Essentials

Net Assets
-
Expense Ratio
0.70%
Dividend Yield (Current)
1.67%
Holdings
45
Inception Date
May 1, 2015
Fund Family
Empower Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+4.41%
1 Year+25.67%
3 Year+0.86%
5 Year+7.87%

Asset Allocation

Stocks: 96.02%
Cash: 3.98%
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Dividend Summary

View Details →
Dividend Yield (Current)
1.67%
Frequency
Quarterly
Latest Distribution
$0.40
-

Peer Comparison

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

MXOAX Mutual Fund Overview

MXOAX Mutual Fund (Empower Ariel Mid Cap Value Fund Institutional Class) is managed by Empower Funds. MXOAX expense ratio is 0.70%, holding 45 positions across various sectors. Inception date: 2015-05-01.

MXOAX performance shows a YTD return of 4.41%. The 1-year return is 25.67% and the 5-year return is 7.87%. MXOAX dividend yield stands at 1.67%, paid quarterly.

MXOAX top holdings include a diversified portfolio. Go to all MXOAX holdings, MXOAX sectors, or MXOAX dividends.

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