Morningstar

Empower Lifetime 2030 Fund Institutional Class MXAYX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 12.19  /  +0.49 %
  • Total Assets 1.4B
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.100%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.53%
  • Turnover 26%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 3:31 AM GMT+0

Morningstar’s Analysis MXAYX

Will MXAYX outperform in the 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 MXAYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Lifetime 2030 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.

by Morningstar Automated Analysis
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Portfolio Holdings MXAYX

More MXAYX Holdings
  • 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
—

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