Morningstar

Empower Core Bond Fund Institutional Class MXIUX

Medalist Rating as of Aug 31, 2026 See Empower Investment Hub

Strategy

The investment seeks to provide total return, consisting of two components: (1) changes in the market value of its portfolio holdings (both realized and unrealized appreciation); and (2) income received from its portfolio holdings. The fund will invest 80% of its net assets in fixed income securities. It will invest primarily in a diversified portfolio of investment grade securities, including mortgage-backed securities, U.S. government securities, corporate fixed income securities, to-be-announced (“TBA”) securities, when-issued securities, asset-backed securities (including collateralized loan obligations (“CLOs”)) and municipal securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MXFDX	Empower Core Bond Fund Investor Class	No Load	Open			May 21, 2003	$15.79M	0.700%	Above Average	$0	−$2.63M
MXIUX	Empower Core Bond Fund Institutional Class	Institutional	Open			May 1, 2015	$810.88M	0.350%	Low	$0	$138.81M

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