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Empower Mid Cap Value Fund - Institutional Class: (MF: MXKJX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:22 PM ET

$8.74 USD

+0.04 (0.46%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.57 17
3 months 9.43 10
6 months 11.31 17
1 Year 17.56 28
3 Year 14.14 66
5 Year 11.24 39
10 Year 10.90 79

* 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 Feb 28, 2026

1 Year 9.67
5 Year 11.35
10 Year 9.39
Since Inception 8.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.47 5.70 3.85 3.50
2024 8.83 -2.44 9.86 -0.50
2023 3.27 4.17 -3.50 11.28
2022 0.11 -15.14 -5.46 10.15
2021 14.52 6.42 -1.27 9.35

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.579.6716.0615.53-11.5331.590.0820.79-12.4412.0620.80
% Total Return Rel to Index 1.98-8.54-8.95-10.716.672.90-18.31-10.69-8.05-9.738.86
% Total Return Rel to Peer 1.90-3.03-3.32-7.468.169.53-19.82-7.62-5.58-8.6112.98
% Perf Quintile vs Peer* 2.004.000.004.002.001.005.005.005.005.001.00
% Dividends 0.000.481.080.200.142.750.150.120.651.150.36
% Yield 0.005.3612.395.481.8428.941.601.297.7911.123.48
Capital Gains ($) 0.000.220.150.010.210.500.010.000.320.100.11
Expense Ratio 0.000.690.780.800.800.800.800.800.800.830.90

* 1 = Top 20%, 5 = Bottom 20%