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Morningstar

Empower Small Cap Growth Investor MXMTX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 10.44  /  +0.48 %
  • Total Assets 130.7 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 60%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 12:22 AM GMT+0

Morningstar’s Analysis MXMTX

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

  • People Pillar

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

Empower Small Cap Growth Investor's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXMTX

More MXMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

1.73 2.3 Mil
Consumer Defensive

PTC Inc

1.48 2.0 Mil
Technology

JFrog Ltd Ordinary Shares

1.42 1.9 Mil
Technology

International Game Technology PLC

1.35 1.8 Mil
Consumer Cyclical

Icon PLC

1.32 1.8 Mil
Healthcare

Element Solutions Inc

1.29 1.7 Mil
Basic Materials

SS&C Technologies Holdings Inc

1.25 1.7 Mil
Technology

Verra Mobility Corp Class A

1.23 1.6 Mil
Industrials

ICF International Inc

1.18 1.6 Mil
Industrials

Avantor Inc

1.16 1.5 Mil
Basic Materials