Empower Lifetime 2065 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 2065 Fund Investor Class MXHCX
- NAV / 1-Day Return 12.74 / +0.32 %
- Total Assets 218,735.0
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.470%
- Distribution Fee Level High
- Share Class Type No Load
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.82%
- Turnover 20%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 4:15 AM GMT+0
Morningstar’s Analysis MXHCX
Will MXHCX 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 MXHCX 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 MXHCX’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 84.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower S&P 500® Index Institutional | 28.63 | 42,801 | — |
Empower International Index Instl | 12.73 | 19,029 | — |
Empower International Value Instl | 6.83 | 10,215 | — |
Empower Large Cap Value Instl | 6.49 | 9,696 | — |
Empower International Growth Instl | 5.92 | 8,852 | — |
Empower Large Cap Growth Instl | 5.88 | 8,793 | — |
Empower Mid Cap Value Instl | 4.62 | 6,899 | — |
Fidelity Emerging Markets Idx | 4.37 | 6,537 | — |
Empower Emerging Markets Equity Inst | 4.34 | 6,494 | — |
Empower T. Rowe Price Mid Cp Gr Instl | 4.27 | 6,382 | — |
United States