SFBPX Mutual Fund

SFBPX Mutual Fund (Empower SecureFoundation Balanced ETF Fund Class A) is managed by Empower Funds. SFBPX expense ratio is 0.27%, holding 8 positions across sectors including Financials. Inception date: 2012-01-23.

SFBPX performance shows a YTD return of 6.90%. The 1-year return is 15.08% and the 5-year return is 5.82%. SFBPX dividend yield stands at 8.43%, paid annually.

SFBPX top holdings include Vanguard Bd Index Fd Inc Total Bnd Mrkt (38.9%), Vanguard S&P 500 ETF (20.7%), Vanguard Ftse Developed Markets ETF (13.6%), Vanguard S&p Mid-cap 400 ETF (11.5%), Vanguard Russell 2000 Index Fund ETF (8.9%). Go to all SFBPX holdings, SFBPX sectors, or SFBPX dividends.

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