Skip to Content

Empower Large Cap Value Inv MXEQX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 26.04  /  0.38 %
  • Total Assets 1.5 Bil
  • 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
  • Status Open
  • TTM Yield 0.03%
  • Turnover 18%

Morningstar’s Analysis MXEQX

Will MXEQX outperform in future?

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

A sound investment process and strong management team underpin Empower Large Cap Value Inv's Morningstar Medalist Rating of Bronze.

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-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MXEQX

  • Current Portfolio Date
  • Equity Holdings 160
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.71
42,289,279
Technology
2.48
38,691,403
Energy
2.26
35,201,318
Technology
2.00
31,152,762
Consumer Defensive
1.77
27,667,534
Financial Services
1.73
26,995,505
Healthcare
1.61
25,081,747
Healthcare
1.54
24,067,732
Technology
1.54
23,993,877
Financial Services
1.48
23,114,639
Utilities