Empower Core Strategies: U.S. Equity Fund (MXEBX)

Overview

The described fund focuses on investing primarily in equity securities of U.S. companies, adhering to a strategy of allocating at least 80% of its net assets (plus any borrowed funds for investment purposes) into such investments. This fund is designed to provide investors with exposure to a wide range of U.S. stocks across various market capitalizations and styles. The composition of the fund’s portfolio in terms of sector exposure is dynamic, changing over time to reflect market conditions and investment opportunities. This flexible approach allows the fund to adapt to the evolving landscape of the U.S. stock market, aiming to capitalize on growth opportunities wherever they present themselves.

Products and Services

• Equity Securities of U.S. Companies

This core focus of the fund involves investing in a broad spectrum of equity securities issued by U.S. companies. These investments can span across different market capitalizations, from large-cap to small-cap companies, and may vary in style, including both growth and value stocks. This strategy aims to tap into the potential of the U.S. equity market by capitalizing on the diverse range of opportunities it offers.

• Investment Instruments like Exchange-Traded Funds (ETFs)

In addition to direct equity investments, the fund also incorporates investment instruments such as ETFs that are designed to track the performance of broad-based U.S. securities indexes. This allows the fund to gain exposure to the wider market or specific sectors of the economy efficiently. ETFs are a critical component in the fund's strategy to diversify its holdings and mitigate risk, while still aiming for growth through following the broader market trends.