Morningstar

Empower Mid Cap Value Fund Institutional Class MXKJX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 9.77  /  −0.61 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.690%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.89%
  • Turnover 197%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 3:32 AM GMT+0

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
Rated on Published on

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Portfolio Holdings MXKJX

More MXKJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corning Inc

1.86 18M
Technology

Kinder Morgan Inc Class P

1.42 14M
Energy

AMETEK Inc

1.27 12M
Industrials

SanDisk Corp Ordinary Shares

1.24 12M
Technology

Marathon Petroleum Corp

1.20 12M
Energy

Vulcan Materials Co

1.17 11M
Basic Materials

D.R. Horton Inc

1.13 11M
Consumer Cyclical

TechnipFMC PLC

1.08 11M
Energy

Casey's General Stores Inc

1.06 10M
Consumer Cyclical

Atmos Energy Corp

1.06 10M
Utilities

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