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Morningstar

Empower S&P Mid Cap 400® Index L MXBUX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 8.80  /  −0.79 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 2.91%
  • Turnover 24%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 AM GMT+0

Morningstar’s Analysis MXBUX

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

  • People Pillar

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

Empower S&P Mid Cap 400 ® Index L’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXBUX

More MXBUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Deckers Outdoor Corp

0.68 7.9 Mil
Consumer Cyclical

Reliance Inc

0.64 7.4 Mil
Basic Materials

Carlisle Companies Inc

0.60 7.0 Mil
Industrials

GoDaddy Inc Class A

0.60 6.9 Mil
Technology

Graco Inc

0.58 6.8 Mil
Industrials

Watsco Inc Class A

0.57 6.7 Mil
Industrials

RPM International Inc

0.57 6.6 Mil
Basic Materials

Lennox International Inc

0.57 6.6 Mil
Industrials

W.P. Carey Inc

0.56 6.5 Mil
Real Estate

Manhattan Associates Inc

0.53 6.1 Mil
Technology