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Morningstar

Empower Conservative Profile Inv MXCPX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 7.31  /  0.55 %
  • Total Assets 860.7 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.81%
  • Turnover 16%

USD | NAV as of Jun 03, 2023 | 1-Day Return as of Jun 03, 2023, 12:12 AM GMT+0

Morningstar’s Analysis MXCPX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Empower Conservative Profile Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXCPX

More MXCPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 81.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Great West Life & Annuity Ins Co -

22.27
194,637,995
—

Empower Global Bond Institutional

8.66
75,661,978
—

Empower Short Duration Bond Instl

8.66
75,639,574
—

Empower Multi-Sector Bond Instl

8.56
74,795,589
—

Empower Core Bond Instl

6.53
57,041,032
—

Empower US Government Secs Instl

6.51
56,928,286
—

Empower Large Cap Value Instl

6.33
55,353,497
—

Empower Real Estate Index Instl

5.16
45,071,352
—

Empower International Value Instl

4.69
40,943,240
—

Empower Infl-Protd Secs Instl

4.35
38,014,234
—