Morningstar

Empower Lifetime 2050 Fund Institutional Class MXBSX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 13.97  /  +0.21 %
  • Total Assets 728.1M
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.120%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.94%
  • Turnover 33%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 10:55 PM GMT+0

Morningstar’s Analysis MXBSX

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

  • People Pillar

    The People Pillar is our evaluation of the MXBSX 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 MXBSX’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 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.

by Morningstar Automated Analysis
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Portfolio Holdings MXBSX

More MXBSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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