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Morningstar

Empower Aggressive Profile Inv MXAPX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 5.57  /  −0.18 %
  • Total Assets 801.8 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.76%
  • Turnover 17%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0

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.

Weakness in Empower Aggressive Profile 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 MXAPX

More MXAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower Large Cap Value Instl

24.22 190.1 Mil
—

Empower International Value Instl

17.99 141.2 Mil
—

Empower Mid Cap Value Instl

13.12 103.0 Mil
—

Empower Large Cap Growth Instl

9.64 75.7 Mil
—

Empower Small Cap Value Instl

8.76 68.7 Mil
—

Empower Emerging Markets Equity Inst

7.27 57.0 Mil
—

Empower International Growth Instl

7.20 56.5 Mil
—

Empower T. Rowe Price Mid Cp Gr Instl

5.28 41.5 Mil
—

Empower Small Cap Growth Instl

3.53 27.7 Mil
—

Empower Real Estate Index Instl

2.99 23.5 Mil
—