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Morningstar

Empower Large Cap Value Inv MXEQX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 29.66  /  +0.64 %
  • Total Assets 1.6 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 29%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MXEQX

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

  • 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.

A strong management team and sound investment process 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXEQX

More MXEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

2.67 41.7 Mil
Technology

Qualcomm Inc

2.55 39.9 Mil
Technology

Exxon Mobil Corp

2.37 37.1 Mil
Energy

American International Group Inc

1.95 30.5 Mil
Financial Services

Walmart Inc

1.87 29.2 Mil
Consumer Defensive

Charles Schwab Corp

1.78 27.7 Mil
Financial Services

Bank of America Corp

1.64 25.5 Mil
Financial Services

PulteGroup Inc

1.59 24.9 Mil
Consumer Cyclical

Citigroup Inc

1.43 22.4 Mil
Financial Services

Wells Fargo & Co

1.41 22.1 Mil
Financial Services