Empower Large Cap Value Inv holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Empower Large Cap Value Fund Investor Class MXEQX
- NAV / 1-Day Return 38.94 / −1.62 %
- Total Assets 2.3B
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.12%
- Turnover 27%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:41 AM GMT+0
Morningstar’s Analysis MXEQX
Will MXEQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXEQX 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 MXEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Citigroup Inc | 2.92 | 59M | Financial Services |
Alphabet Inc Class A | 2.77 | 56M | Communication Services |
Exxon Mobil Corp | 2.63 | 53M | Energy |
Cisco Systems Inc | 1.89 | 38M | Technology |
Philip Morris International Inc | 1.83 | 37M | Consumer Defensive |
Charles Schwab Corp | 1.79 | 36M | Financial Services |
Bank of America Corp | 1.77 | 36M | Financial Services |
Amazon.com Inc | 1.76 | 36M | Consumer Cyclical |
NextEra Energy Inc | 1.75 | 35M | Utilities |
Microsoft Corp | 1.58 | 32M | Technology |
United States