Empower Lifetime 2020 Instl 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.
Empower Lifetime 2020 Fund Institutional Class MXAKX
- NAV / 1-Day Return 11.38 / +0.26 %
- Total Assets 537.9M
-
Adj. Expense Ratio
0.410%
- Expense Ratio 0.080%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.81%
- Turnover 30%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 3:53 AM GMT+0
Morningstar’s Analysis MXAKX
Will MXAKX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXAKX 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 MXAKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | — |
United States