Morningstar

Empower S&P Small Cap 600® Index Fund Institutional Class MXERX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 6.95  /  −0.71 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.70%
  • Turnover 34%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 3:32 AM GMT+0

Morningstar’s Analysis MXERX

Will MXERX outperform in the 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 MXERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower S&P SmallCap 600® Index Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MXERX

More MXERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eastman Chemical Co

0.57 6M
Basic Materials

Element Solutions Inc

0.51 6M
Basic Materials

Viavi Solutions Inc

0.51 6M
Technology

Primoris Services Corp

0.51 6M
Industrials

Argan Inc

0.50 5M
—

FormFactor Inc

0.49 5M
Technology

LKQ Corp

0.49 5M
Consumer Cyclical

Jackson Financial Inc

0.49 5M
Financial Services

ESCO Technologies Inc

0.48 5M
Technology

Match Group Inc Ordinary Shares - New

0.47 5M
Communication Services

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