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Morningstar

Empower Lifetime 2050 Inv MXBOX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 11.21  /  +0.63 %
  • Total Assets 345.4 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.93%
  • Turnover 12%

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 12:14 AM GMT+0

Morningstar’s Analysis MXBOX

Will MXBOX 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 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.

Weakness in Empower Lifetime 2050 Inv's People and Process 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MXBOX

More MXBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

15.12 47.0 Mil
—

Empower International Index Instl

11.97 37.2 Mil
—

Empower Large Cap Value Instl

7.82 24.3 Mil
—

Empower Large Cap Growth Instl

7.18 22.3 Mil
—

Empower S&P Mid Cap 400® Index Instl

6.43 20.0 Mil
—

Empower International Value Instl

6.34 19.7 Mil
—

Empower International Growth Instl

5.62 17.5 Mil
—

Fidelity Emerging Markets Idx

5.16 16.1 Mil
—

Empower Emerging Markets Equity Inst

5.16 16.1 Mil
—

Empower S&P SmallCap 600® Index Instl

5.15 16.0 Mil
—