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Morningstar

Empower Lifetime 2030 Inv MXATX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 10.42  /  +0.48 %
  • Total Assets 582.3 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.36%
  • Turnover 26%

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 12:14 AM GMT+0

Morningstar’s Analysis MXATX

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

  • People Pillar

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

Weakness in Empower Lifetime 2030 Inv's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 MXATX

More MXATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

10.64 55.0 Mil
—

Empower Bond Index Institutional

10.54 54.5 Mil
—

Empower International Index Instl

6.72 34.8 Mil
—

Empower Life & Annuity Contract

6.41 33.1 Mil
—

Empower Infl-Protd Secs Instl

5.57 28.8 Mil
—

Empower Large Cap Value Instl

5.53 28.6 Mil
—

Empower Core Bond Instl

5.18 26.8 Mil
—

Empower Large Cap Growth Instl

5.07 26.2 Mil
—

Empower Global Bond Institutional

4.80 24.8 Mil
—

Empower S&P Mid Cap 400® Index Instl

4.54 23.5 Mil
—