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Morningstar

Empower T. Rowe Price Mid Cp Gr Instl MXYKX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 6.38  /  −0.16 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.34%
  • Turnover 34%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 12:20 AM GMT+0

Morningstar’s Analysis MXYKX

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

  • People Pillar

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

A sound investment process and strong management team underpin Empower T. Rowe Price Mid Cp Gr Instl's Morningstar Medalist Rating of Gold.

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 MXYKX

More MXYKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microchip Technology Inc

3.19 55.7 Mil
Technology

Marvell Technology Inc

2.64 46.2 Mil
Technology

Hologic Inc

2.58 45.2 Mil
Healthcare

Agilent Technologies Inc

2.35 41.1 Mil
Healthcare

Teleflex Inc

2.20 38.5 Mil
Healthcare

CrowdStrike Holdings Inc Class A

1.94 33.9 Mil
Technology

Hilton Worldwide Holdings Inc

1.91 33.4 Mil
Consumer Cyclical

Textron Inc

1.83 31.9 Mil
Industrials

Ingersoll Rand Inc

1.81 31.6 Mil
Industrials

The Trade Desk Inc Class A

1.78 31.1 Mil
Technology