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Morningstar

Empower S&P SmallCap 600® Index Instl MXERX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 6.34  /  −0.78 %
  • Total Assets 908.6 Mil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.10%
  • Turnover 30%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MXERX

Will MXERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MXERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MXERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MXERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Empower S&P SmallCap 600 ® Index Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXERX

More MXERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cytokinetics Inc

0.72 5.9 Mil
Healthcare

e.l.f. Beauty Inc

0.69 5.7 Mil
Consumer Defensive

SPS Commerce Inc

0.61 5.0 Mil
Technology

Fabrinet

0.60 4.9 Mil
Technology

Applied Industrial Technologies Inc

0.58 4.8 Mil
Industrials

Meritage Homes Corp

0.56 4.6 Mil
Consumer Cyclical

Ensign Group Inc

0.55 4.5 Mil
Healthcare

ATI Inc

0.51 4.2 Mil
Industrials

Sealed Air Corp

0.46 3.8 Mil
Consumer Cyclical

Mueller Industries Inc

0.46 3.8 Mil
Industrials