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Morningstar

Empower Core Strategies Intl Eq Instl MXECX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 9.55  /  −0.52 %
  • Total Assets 688.6 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.90%
  • Turnover 16%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MXECX

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

  • People Pillar

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

Empower Core Strategies Intl Eq Instl earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings MXECX

More MXECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novartis AG Registered Shares

1.52 8.8 Mil
Healthcare

ASML Holding NV

1.35 7.8 Mil
Technology

Shell PLC

1.24 7.2 Mil
Energy

Novo Nordisk A/S Class B

1.04 6.0 Mil
Healthcare

Roche Holding AG

0.99 5.7 Mil
Healthcare

Nestle SA

0.95 5.5 Mil
Consumer Defensive

TotalEnergies SE

0.94 5.5 Mil
Energy

HSBC Holdings PLC

0.84 4.8 Mil
Financial Services

Sanofi SA

0.81 4.7 Mil
Healthcare

Alcon Inc

0.80 4.6 Mil
Healthcare