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Morningstar

Empower Lifetime 2020 Svc MXAHX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 10.26  /  +0.59 %
  • Total Assets 380.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • 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 2.40%
  • Turnover 27%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MXAHX

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

  • People Pillar

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

Weakness in Empower Lifetime 2020 Svc'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXAHX

More MXAHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower Life & Annuity Contract

11.07 40.7 Mil
—

Empower Bond Index Institutional

10.93 40.2 Mil
—

Empower Infl-Protd Secs Instl

10.64 39.1 Mil
—

Empower S&P 500® Index Institutional

8.60 31.6 Mil
—

Empower Global Bond Institutional

5.47 20.1 Mil
—

Empower Core Bond Instl

5.37 19.8 Mil
—

Empower International Index Instl

4.83 17.8 Mil
—

Empower Short Duration Bond Instl

4.74 17.4 Mil
—

Empower Large Cap Value Instl

4.45 16.4 Mil
—

Empower Multi-Sector Bond Instl

4.35 16.0 Mil
—