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Morningstar

Empower Moderately Agg Prfl Inv MXBPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 6.73  /  0.75 %
  • Total Assets 771.5 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 1.020%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.57%
  • Turnover 23%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis MXBPX

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

People Pillar

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

Summary

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Empower Moderately Agg Prfl Inv's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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