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Empower Core Strategies US Eq Instl MXEBX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 15.38  /  +1.05 %
  • Total Assets 749.0 Mil
  • 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
  • Status Open
  • TTM Yield 3.79%
  • Turnover 76%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:24 AM GMT+0

Morningstar’s Analysis MXEBX

Will MXEBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Empower Core Strategies US Eq Instl to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings MXEBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.44 37.0 Mil
Technology

Apple Inc

4.12 28.0 Mil
Technology

Amazon.com Inc

2.50 17.0 Mil
Consumer Cyclical

NVIDIA Corp

2.09 14.2 Mil
Technology

Meta Platforms Inc Class A

1.75 11.9 Mil
Communication Services

Alphabet Inc Class C

1.30 8.8 Mil
Communication Services

Tesla Inc

1.14 7.7 Mil
Consumer Cyclical

Exxon Mobil Corp

1.13 7.7 Mil
Energy

Eli Lilly and Co

1.10 7.5 Mil
Healthcare

Alphabet Inc Class A

1.03 7.0 Mil
Communication Services