Empower S&P Mid Cap 400® Index L’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 8.46 / 1.20 %
- Total Assets 1.3 Bil
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Adj. Expense Ratio
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- 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 0
- Status Limited
- TTM Yield 1.53%
- Turnover 25%
Morningstar’s Analysis MXBUX
Will MXBUX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 401
- Bond Holdings 0
- Other Holdings 0
- % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector