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Morningstar

Empower Moderate Profile Instl MXITX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 10.39  /  −0.10 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.58%
  • Turnover 18%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MXITX

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

  • People Pillar

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

Weakness in Empower Moderate Profile Instl's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXITX

More MXITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower Life & Annuity Contract

15.84 246.5 Mil
—

Empower Large Cap Value Instl

14.07 218.9 Mil
—

Empower International Value Instl

10.44 162.5 Mil
—

Empower Mid Cap Value Instl

7.63 118.7 Mil
—

Empower Large Cap Growth Instl

5.61 87.3 Mil
—

Empower Small Cap Value Instl

5.08 79.0 Mil
—

Empower Global Bond Institutional

4.97 77.3 Mil
—

Empower Multi-Sector Bond Instl

4.89 76.0 Mil
—

Empower Emerging Markets Equity Inst

4.20 65.4 Mil
—

Empower International Growth Instl

4.18 65.0 Mil
—