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Morningstar

Empower S&P 500® Index Institutional MXKWX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 8.23  /  −0.60 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.160%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.03%
  • Turnover 12%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 AM GMT+0

Morningstar’s Analysis MXKWX

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

  • People Pillar

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

Empower S&P 500 ® Index Institutional’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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXKWX

More MXKWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.91 300.4 Mil
Technology

Microsoft Corp

6.86 298.2 Mil
Technology

Amazon.com Inc

3.39 147.4 Mil
Consumer Cyclical

NVIDIA Corp

3.00 130.5 Mil
Technology

Alphabet Inc Class A

2.03 88.3 Mil
Communication Services

Meta Platforms Inc Class A

1.93 83.8 Mil
Communication Services

United States Treasury Bills 0%

1.76 76.4 Mil
Government

Alphabet Inc Class C

1.72 75.0 Mil
Communication Services

Tesla Inc

1.68 73.0 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.59 69.2 Mil
Financial Services