Empower Moderate Profile Fund Institutional Class (MXMPX)

Overview

The provided company is a non-diversified fund that prioritizes a diverse range of investments across various asset classes. It strategically allocates its assets among international funds, small cap funds, emerging markets funds, mid cap funds, large cap funds, real estate, bond funds, and short term bond funds. This diversified approach in its underlying holdings aims to balance risk and reward according to the predetermined asset allocation ranges. Despite its non-diversified status, the company ensures diversification through its investments in a broad spectrum of underlying holdings.

Products and Services

• International Funds

  Allocates 0% to 30% of assets in international funds, aiming to capture growth opportunities in foreign markets.

• Small Cap Funds

  Invests 0% to 25% of assets in small cap funds, targeting potentially high-growth small-sized companies.

• Emerging Markets Funds

  Commits 0% to 10% of assets in emerging markets funds, seeking gains from developing economies.

• Mid Cap Funds

  Directs 0% to 30% of its assets to mid cap funds, focusing on companies with medium market capitalization that offer a balance of growth and stability.

• Large Cap Funds

  Allocates 10% to 40% in large cap funds, which invest in large, established companies known for their stability and performance.

• Real Estate

  Invests 0% to 10% of assets in real estate, diversifying into property and real estate markets for potential income and growth.

• Bond Funds

  Commits 10% to 30% of assets in bond funds, offering exposure to fixed-income securities for stable returns.

• Short Term Bond Funds

  Allocates 5% to 25% in short term bond funds, providing liquidity and income with lower risk through short duration bonds.