Morningstar

Empower Core Strategies: U.S. Equity Fund Institutional Class MXEBX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 19.02  /  +0.32 %
  • Total Assets 814.0M
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.94%
  • Turnover 28%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 3:31 AM GMT+0

Morningstar’s Analysis MXEBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Core Strategies US Eq Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MXEBX

More MXEBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.60 32M
Technology

Apple Inc

4.01 28M
Technology

Microsoft Corp

3.29 23M
Technology

Amazon.com Inc

2.48 17M
Consumer Cyclical

Alphabet Inc Class A

2.24 16M
Communication Services

Alphabet Inc Class C

1.81 13M
Communication Services

Broadcom Inc

1.58 11M
Technology

Exxon Mobil Corp

1.51 11M
Energy

Meta Platforms Inc Class A

1.36 10M
Communication Services

Tesla Inc

1.22 9M
Consumer Cyclical

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