Empower Moderately Agg Prfl 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.
Empower Moderately Aggressive Profile Fund Investor Class MXBPX
- NAV / 1-Day Return 8.09 / −0.61 %
- Total Assets 1.7B
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.420%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Global Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.84%
- Turnover 14%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 3:28 AM GMT+0
Morningstar’s Analysis MXBPX
Will MXBPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 79.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower Large Cap Value Instl | 18.40 | 315M | — |
Empower Large Cap Growth Instl | 10.45 | 179M | — |
Empower International Value Instl | 10.31 | 177M | — |
Empower Life & Annuity Contract | 8.98 | 154M | — |
Empower Mid Cap Value Instl | 7.61 | 130M | — |
Empower International Growth Instl | 6.59 | 113M | — |
Empower T. Rowe Price Mid Cp Gr Instl | 4.99 | 85M | — |
Empower Emerging Markets Equity Inst | 4.70 | 81M | — |
Empower Small Cap Value Instl | 4.25 | 73M | — |
Empower Real Estate Index Instl | 3.58 | 61M | — |