Empower Lifetime 2060 Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Empower Lifetime 2060 Fund Investor Class MXGNX
- NAV / 1-Day Return 13.03 / −0.69 %
- Total Assets 183.0M
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.470%
- Distribution Fee Level High
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.69%
- Turnover 43%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 3:49 AM GMT+0
Morningstar’s Analysis MXGNX
Will MXGNX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXGNX 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 MXGNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower S&P 500® Index Institutional | 28.63 | 44M | — |
Empower International Index Instl | 12.62 | 19M | — |
Empower International Value Instl | 6.77 | 10M | — |
Empower Large Cap Value Instl | 6.48 | 10M | — |
Empower Large Cap Growth Instl | 5.88 | 9M | — |
Empower International Growth Instl | 5.87 | 9M | — |
Empower Mid Cap Value Instl | 4.63 | 7M | — |
Fidelity Emerging Markets Idx | 4.29 | 7M | — |
Empower T. Rowe Price Mid Cp Gr Instl | 4.28 | 7M | — |
Empower Emerging Markets Equity Inst | 4.26 | 7M | — |
United States