Morningstar

Empower Lifetime 2020 Fund Investor Class MXAGX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 11.41  /  +0.44 %
  • Total Assets 538.7M
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.430%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.50%
  • Turnover 30%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 3:31 AM GMT+0

Morningstar’s Analysis MXAGX

Will MXAGX outperform in the 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 MXAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Lifetime 2020 Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MXAGX

More MXAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

15.22 79M
—

Empower Life & Annuity Contract

11.89 62M
—

Empower Infl-Protd Secs Instl

11.19 58M
—

Empower Bond Index Institutional

9.82 51M
—

Empower Core Bond Instl

5.89 31M
—

Empower Multi-Sector Bond Instl

5.80 30M
—

Empower Short Duration Bond Instl

5.10 27M
—

Empower International Index Instl

4.40 23M
—

Empower Global Bond Institutional

4.40 23M
—

Empower Large Cap Value Instl

3.45 18M
—

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