Morningstar

Empower Lifetime 2050 Fund Investor Class MXBOX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $13.53  /  −0.37 %
  • Fund Size $743.3M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.470%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.79%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis MXBOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Lifetime 2050 Inv 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 MXBOX

More MXBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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