Funds

Empower Small Cap Growth Fund Institutional

MXMSX

Empower Small Cap Growth Fund Institutional

Actions
  • Price (USD)11.02
  • Today's Change-0.07 / -0.63%
  • 1 Year change+8.79%
Data delayed at least 15 minutes, as of Jun 07 2024.
More ▼
Improved Notifications for Markets Data Alerts
Improved Notifications for Markets Data Alerts
Want push notifications sent directly to your devices for fund price changes and breaking news stories? Let us know here.
 
Existing alertsView our existing alerts
Find Funds and ETFs
Find Funds and ETFs
Use our fund screener to discover other asset types.
 
Funds ScreenerGo to the Funds Screener

Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Small
Investment Style: Growth
Morningstar categorySmall Growth
Launch date10 Sep 2015
Price currencyUSD
DomicileUnited States
SymbolMXMSX
Manager & start date
Paul von Kuster
10 Sep 2015
F. O’Halloran
10 Sep 2015
William Grierson
10 Sep 2015
Matthew DeCicco
10 Sep 2015
Vernon Bice
02 Apr 2019
Steven Wortman
31 Dec 2020
Samuel Smith
14 Jan 2021
Ryan Smith
14 Jan 2021
Allison Lewis
30 Jun 2023
Pricing frequencyDaily
Total net assets
131.04m USD
As of May 31 2024
Share class size
124.10m USD
As of May 31 2024
Net expense ratio0.84%
Front end load--
Deferred load--
Maximum Redemption Fee--
Min. initial investment0.00
USD
Min. additional investment--
Initial IRA--
Additional IRA--
Available for saleUnited States
More ▼

Top 5 holdings

Top 5 holdings as a per cent of portfolio
25.91%7.30%0.00%7.30%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
elf Beauty Inc
ELF:NYQ
+71.66%1.73%
PTC Inc
PTC:NSQ
+28.34%1.48%
Jfrog Ltd
FROG:NSQ
+31.60%1.42%
International Game Technology PLC
IGT:NYQ
-23.61%1.35%
ICON PLC
ICLR:NSQ
+41.11%1.32%
Per cent of portfolio in top 5 holdings: 7.30%
Top 10 Holdings

Diversification

Asset type

Asset type

US stock96.45%
Non-US stock3.55%
US bond0.00%
Non-US bond0.00%
Cash0.00%
Other0.00%

Top 5 sectors

Technology26.94%
Healthcare22.22%
Industrials19.61%
Consumer Cyclical8.65%
Financial Services8.18%
Other14.41%

Top 5 regions

United States96.45%
Middle East1.60%
Canada0.97%
Eurozone0.79%
United Kingdom0.20%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
All managed funds data located on FT.com is subject to the FT Terms & Conditions
All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2024
All Rights reserved
© 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.