MXGQX — Empower Lifetime 2060 Fund
Data updated: 2026-05-20
MXGQX — Empower Lifetime 2060 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $154.50M AUM · 0.98% expense ratio · 16.4% 1-yr return. From SEC regulatory filings.
MXGQX Fund Overview
MXGQX — Empower Lifetime 2060 Fund is a US mutual fund managed by Empower Funds, Inc., categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Empower Funds, Inc.
- Category: Target Date / Glide Path Allocation
- Assets under management: $154.50M
- 1-year return: 16.4%
- Ticker: MXGQX
- SEC CIK: 0000356476
- SEC series ID: S000063745
- Share class ID: C000206610
MXGQX Holdings
Top 10 holdings of Empower Lifetime 2060 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Empower Funds, Inc. | 28.64% |
| Empower Funds, Inc. | 12.62% |
| Empower Funds, Inc. | 6.77% |
| Empower Funds, Inc. | 6.48% |
| Empower Funds, Inc. | 5.89% |
| Empower Funds, Inc. | 5.87% |
| Empower Funds, Inc. | 4.63% |
| Fidelity | 4.30% |
| Empower Funds, Inc. | 4.28% |
| Empower Funds, Inc. | 4.27% |
MXGQX Portfolio Allocation
Asset-class allocation of Empower Lifetime 2060 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.8% |
| Fixed Income | 0.3% |
MXGQX Performance
Total returns for MXGQX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.4% |
| 1 year | 16.4% |
| 3 years (annualised) | 11.9% |
| 5 years (annualised) | 6.1% |
MXGQX Risk Information
Risk metrics for MXGQX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.9%
MXGQX Costs and Fees
MXGQX costs about $98 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.98%
- Gross expense ratio: 0.99%
- Portfolio turnover: 43%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
MXGQX Cashflows
Over the 12 months to 2026-03, Empower Lifetime 2060 Fund had net inflows of $203.33M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $10.58M |
| 2026-02 | $8.36M |
| 2026-01 | $3.92M |
| 2025-12 | $41.29M |
| 2025-11 | $26.99M |
| 2025-10 | $22.89M |
MXGQX Debt Constituents
Largest debt holdings of Empower Lifetime 2060 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| Empower | 0.25% |
MXGQX Prospectus and SEC Filings
Official Empower Lifetime 2060 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.