Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Empower Mutual Funds
View all of Empower’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Empower Mutual Funds List
1 to 25 of 106 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Empower Core Strategies: Inflation-Protected Securities Fund Institutional Class | MXEGX | Inflation-Protected Bond | — | −0.24% | 14 | 0.350% | Below Average | Institutional | $0 | |
| Empower Inflation-Protected Securities Fund Institutional Class | MXIOX | Inflation-Protected Bond | — | −0.68% | 41 | 0.350% | Below Average | Institutional | $0 | |
| Empower Large Cap Value Fund Investor Class II | MXHAX | Large Value | 18.26% | 36 | 0.810% | Average | No Load | $0 | ||
| Empower Core Bond Fund Institutional Class | MXIUX | Intermediate Core Bond | −2.17% | 73 | 0.350% | Low | Institutional | $0 | ||
| Empower Conservative Profile Fund Institutional Class | MXKVX | Global Conservative Allocation | 3.71% | 21 | 0.410% | Low | Institutional | $0 | ||
| Empower High Yield Bond Fund Investor Class | MXHYX | High Yield Bond | — | 1.90% | 9 | 0.930% | High | No Load | $0 | |
| Empower Core Strategies: Flexible Bond Fund Institutional Class | MXEDX | Intermediate Core-Plus Bond | −1.87% | 52 | 0.450% | Average | Institutional | $0 | ||
| Empower Short Duration Bond Fund Institutional Class | MXXJX | Short-Term Bond | 0.98% | 37 | 0.250% | Low | Institutional | $0 | ||
| Empower S&P 500® Index Fund Institutional Class | MXKWX | Large Blend | 14.29% | 31 | 0.120% | Low | Institutional | $0 | ||
| Empower Core Strategies: Inflation-Protected Securities Fund Investor Class | MXEYX | Inflation-Protected Bond | — | −0.80% | 54 | 0.700% | High | No Load | $0 | |
| Empower S&P 500® Index Fund Investor Class | MXVIX | Large Blend | 13.93% | 42 | 0.490% | Below Average | No Load | $0 | ||
| Empower Moderately Conservative Profile Fund Institutional Class | MXJUX | Global Moderately Conservative Allocation | 5.84% | 22 | 0.460% | Low | Institutional | $0 | ||
| Empower Small Cap Value Fund Institutional Class | MXTFX | Small Value | 17.03% | 42 | 0.740% | Low | Institutional | $0 | ||
| Empower Inflation-Protected Securities Fund Investor Class | MXIHX | Inflation-Protected Bond | — | −0.98% | 67 | 0.700% | High | No Load | $0 | |
| Empower High Yield Bond Fund Institutional Class | MXFRX | High Yield Bond | — | 2.16% | 6 | 0.580% | Below Average | Institutional | $0 | |
| Empower International Value Fund Institutional Class | MXJVX | Foreign Large Value | 12.51% | 62 | 0.710% | Below Average | Institutional | $0 | ||
| Empower Large Cap Value Fund Institutional Class | MXVHX | Large Value | 18.44% | 35 | 0.600% | Below Average | Institutional | $0 | ||
| Empower Conservative Profile Fund Investor Class | MXCPX | Global Conservative Allocation | 3.49% | 29 | 0.760% | Average | No Load | $0 | ||
| Empower Large Cap Value Fund Investor Class | MXEQX | Large Value | 18.16% | 36 | 0.960% | Above Average | No Load | $0 | ||
| Empower Real Estate Index Fund Institutional Class | MXSFX | Real Estate | 11.59% | 6 | 0.300% | Low | Institutional | $0 | ||
| Empower SecureFoundation® Balanced Fund Institutional Class | MXCJX | Moderate Allocation | 7.61% | 39 | 0.230% | Low | Institutional | $0 | ||
| Empower T. Rowe Price Mid Cap Growth Fund Institutional Class | MXYKX | Mid-Cap Growth | 5.06% | 49 | 0.660% | Low | Institutional | $0 | ||
| Empower Mid Cap Value Fund Institutional Class | MXKJX | Mid-Cap Value | 16.23% | 40 | 0.700% | Below Average | Institutional | $0 | ||
| Empower Global Bond Fund Institutional Class | MXZMX | Global Bond | −3.54% | 75 | 0.640% | Average | Institutional | $0 | ||
| Empower Large Cap Growth Fund Investor Class | MXLGX | Large Growth | 6.20% | 66 | 0.980% | Above Average | No Load | $0 |
Empower Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States