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Empower Large Cap Growth Fund - Institutional Class: (MF: MXGSX)
(NASDAQ Mutual Funds) As of Aug 8, 2024 08:00 PM ET
$11.58 USD
+0.31 (2.75%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.19 | 12 |
| 3 months | 5.50 | 15 |
| 6 months | 20.19 | 12 |
| 1 Year | 32.76 | 11 |
| 3 Year | 10.74 | 5 |
| 5 Year | 18.66 | 2 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 32.76 |
| 5 Year | 18.66 |
| 10 Year | NA |
| Since Inception | 16.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.92 | 5.50 | NA | NA |
| 2023 | 8.94 | 11.30 | -2.28 | 13.03 |
| 2022 | -9.08 | -18.09 | -2.14 | 5.73 |
| 2021 | 1.71 | 9.22 | 0.34 | 9.12 |
| 2020 | -14.03 | 30.21 | 14.07 | 10.82 |
| 2019 | 16.97 | 6.09 | 0.85 | 9.26 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.19 | 33.93 | -22.95 | 21.63 | 41.51 | 36.77 | -0.32 | 31.43 | 1.31 |
| % Total Return Rel to Index | 4.89 | 7.68 | -4.74 | -7.04 | 23.11 | 5.28 | 4.06 | 9.63 | -10.62 |
| % Total Return Rel to Peer | 9.53 | 10.93 | -3.25 | -0.42 | 21.59 | 8.34 | 6.53 | 10.75 | -6.50 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.02 | 0.03 | 0.10 | 0.31 | 0.03 | 0.05 | 0.27 | 0.10 |
| % Yield | 0.00 | 0.23 | 0.39 | 0.77 | 2.21 | 0.28 | 0.46 | 2.39 | 1.07 |
| Capital Gains ($) | 0.00 | 0.26 | 0.61 | 2.35 | 2.85 | 1.68 | 2.08 | 0.48 | 0.38 |
| Expense Ratio | 0.00 | 0.63 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%