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Morningstar

Empower Emerging Markets Equity Inv MXEOX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 8.86  /  +0.80 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.92%
  • Turnover 93%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 12:36 AM GMT+0

Morningstar’s Analysis MXEOX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Empower Emerging Markets Equity Inv to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXEOX

More MXEOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.29 62.8 Mil
Technology

Samsung Electronics Co Ltd

5.30 45.6 Mil
Technology

Tencent Holdings Ltd

4.17 35.9 Mil
Communication Services

Alibaba Grp Hldg

2.87 24.7 Mil
—

MediaTek Inc

1.70 14.6 Mil
Technology

iShares ESG Aware MSCI EM ETF

1.69 14.6 Mil
—

Kia Corp

1.48 12.8 Mil
Consumer Cyclical

Delta Electronics Inc

1.40 12.0 Mil
Technology

ICICI Bank Ltd

1.34 11.6 Mil
Financial Services

BYD Co Ltd Class H

0.94 8.1 Mil
Consumer Cyclical