Morningstar

Empower Moderately Conservative Profile Fund Institutional Class MXJUX

Medalist Rating as of Aug 31, 2026 See Empower Investment Hub

Strategy

The investment seeks income and capital appreciation primarily through investments in funds that emphasize fixed income investments and, to a lesser degree, in funds that emphasize equity investments. The fund invests assets in funds according to the following asset allocation ranges: 0% to 30% of assets in international funds, 0% to 10% of assets in emerging markets funds, 0% to 15% of assets in small cap funds, 0% to 25% of assets in mid cap funds, 10% to 40% in large cap funds, 0-10% of assets in real estate, 20% to 40% in bond funds and 10% to 30% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MXDPX	Empower Moderately Conservative Profile Fund Investor Class	No Load	Open			Sep 27, 1999	$1.29B	0.810%	Above Average	$0	$178.72M
MXHPX	Empower Moderately Conservative Profile Fund Class L	No Load	Open			Jul 29, 2011	$48.48M	1.060%	High	$0	−$9.50M
MXJUX	Empower Moderately Conservative Profile Fund Institutional Class	Institutional	Open			May 1, 2015	$39.80M	0.460%	Low	$0	−$20.54M

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