Empower Lifetime 2030 Svc 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 2030 Fund Service Class MXAUX
- NAV / 1-Day Return 12.11 / −1.70 %
- Total Assets 1.4B
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.550%
- Distribution Fee Level High
- Share Class Type No Load
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.07%
- Turnover 26%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:41 AM GMT+0
Morningstar’s Analysis MXAUX
Will MXAUX 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 MXAUX 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 MXAUX’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 71.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower S&P 500® Index Institutional | 20.01 | 255M | — |
Empower Bond Index Institutional | 9.90 | 126M | — |
Empower Life & Annuity Contract | 6.76 | 86M | — |
Empower International Index Instl | 6.47 | 83M | — |
Empower Core Bond Instl | 5.94 | 76M | — |
Empower Multi-Sector Bond Instl | 5.61 | 72M | — |
Empower Large Cap Value Instl | 4.53 | 58M | — |
Empower Infl-Protd Secs Instl | 4.26 | 54M | — |
Empower Large Cap Growth Instl | 4.11 | 52M | — |
Empower Global Bond Institutional | 3.72 | 47M | — |
United States