MXEQX – Empower Large Cap Value Inv Investment Strategy | Morningstar

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Strategy

The investment seeks capital growth and current income. The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization (“large cap”) companies. If the market capitalization of a company held by the fund moves outside this range, it may, but is not required to, sell the securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MXEQX	Empower Large Cap Value Fund Investor Class	No Load	Open			Nov 1, 1994	$313.94M	0.960%	Above Average	$0	$21.80M
MXHAX	Empower Large Cap Value Fund Investor Class II	No Load	Limited			Oct 25, 2019	$124.68M	0.810%	Average	$0	−$26.41M
MXVHX	Empower Large Cap Value Fund Institutional Class	Institutional	Open			May 1, 2015	$1.81B	0.600%	Below Average	$0	$20.42M

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