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Morningstar

Empower Aggressive Profile Inv MXAPX

Morningstar Analyst Rating
Quantitative rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 5.35  /  0.93 %
  • Total Assets 602.9 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.52%
  • Turnover 26%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis MXAPX

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

People Pillar

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

Summary

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Empower Aggressive Profile Inv's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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