Morningstar

Empower Mid Cap Value Fund Institutional Class MXKJX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $9.60  /  +0.31 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.19%
  • Turnover Ratio 197%
NAV and 1-Day Return as of

Morningstar’s Analysis MXKJX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Mid Cap Value Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MXKJX

More MXKJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kinder Morgan Inc Class P

1.37 15M
Energy

AMETEK Inc

1.31 14M
Industrials

IQVIA Holdings Inc

1.11 12M
Healthcare

D.R. Horton Inc

1.08 12M
Consumer Cyclical

Block Inc Class A

1.07 11M
Technology

Synchrony Financial

1.06 11M
Financial Services

VICI Properties Inc Ordinary Shares

1.06 11M
Real Estate

Atmos Energy Corp

1.04 11M
Utilities

Sysco Corp

1.00 11M
Consumer Defensive

Aramark

1.00 11M
Industrials

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