Empower Lifetime 2040 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 2040 Fund Institutional Class MXBGX
- NAV / 1-Day Return 12.85 / −0.70 %
- Total Assets 1.1B
-
Adj. Expense Ratio
0.500%
- Expense Ratio 0.110%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.15%
- Turnover 31%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 3:49 AM GMT+0
Morningstar’s Analysis MXBGX
Will MXBGX 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 MXBGX 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 MXBGX’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 75.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower S&P 500® Index Institutional | 26.34 | 248M | — |
Empower International Index Instl | 9.48 | 89M | — |
Empower Bond Index Institutional | 6.02 | 57M | — |
Empower Large Cap Value Instl | 5.96 | 56M | — |
Empower Large Cap Growth Instl | 5.42 | 51M | — |
Empower International Value Instl | 5.09 | 48M | — |
Empower Mid Cap Value Instl | 4.51 | 42M | — |
Empower International Growth Instl | 4.41 | 41M | — |
Empower T. Rowe Price Mid Cp Gr Instl | 4.19 | 39M | — |
Empower Core Bond Instl | 3.61 | 34M | — |
United States