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Empower Lifetime 2025 Svc MXFLX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 13.84  /  −0.14 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.09%
  • Turnover 20%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 4:30 AM GMT+0

Morningstar’s Analysis MXFLX

Will MXFLX outperform in future?

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

Weakness in Empower Lifetime 2025 Svc's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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.

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Portfolio Holdings MXFLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 67.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower Bond Index Institutional

11.18 141.2 Mil

Empower S&P 500® Index Institutional

9.36 118.2 Mil

Empower Life & Annuity Contract

8.79 111.0 Mil

Empower Infl-Protd Secs Instl

8.12 102.5 Mil

Empower International Index Instl

5.59 70.6 Mil

Empower Core Bond Instl

5.50 69.5 Mil

Empower Global Bond Institutional

5.30 67.0 Mil

Empower Large Cap Value Instl

4.89 61.7 Mil

Empower Large Cap Growth Instl

4.48 56.6 Mil

Empower Multi-Sector Bond Instl

4.46 56.3 Mil