Morningstar

Empower Lifetime 2055 Fund Institutional Class MXZHX

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

Strategy

The investment seeks capital appreciation and income consistent with its current asset allocation; after 2055, it seeks income and secondarily capital growth. The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in (or otherwise begin using the invested funds on), or close to, 2055 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. 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
MXXLX	Empower Lifetime 2055 Fund Service Class	No Load	Open			May 1, 2009	$240.40M	0.980%	High	$0	−$37.56M
MXWLX	Empower Lifetime 2055 Fund Investor Class	No Load	Open			May 1, 2009	$441.32M	0.880%	High	$0	$94.90M
MXZHX	Empower Lifetime 2055 Fund Institutional Class	Institutional	Open			May 1, 2015	$142.30M	0.530%	Above Average	$0	−$37.91M

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