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Morningstar

Empower Moderately Agg Prfl Instl MXHRX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 9.83  /  +0.92 %
  • Total Assets 963.2 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.71%
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:25 AM GMT+0

Morningstar’s Analysis MXHRX

Will MXHRX 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 MXHRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MXHRX 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 MXHRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Empower Moderately Agg Prfl Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXHRX

More MXHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Empower Mid Cap Value Instl

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Empower Life & Annuity Contract

8.92 84.3 Mil
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Empower Large Cap Growth Instl

6.94 65.6 Mil
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Empower Small Cap Value Instl

6.29 59.4 Mil
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Empower Emerging Markets Equity Inst

5.20 49.1 Mil
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Empower International Growth Instl

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Empower T. Rowe Price Mid Cp Gr Instl

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Empower Real Estate Index Instl

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—