Morningstar

Empower Mid Cap Value Fund Institutional Class MXKJX

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

Strategy

The investment seeks long-term growth of capital. The fund will, under normal circumstances, invest at least 80% of its net assets in equity securities of U.S. mid-capitalization (“mid cap”) companies, including foreign issuers that are traded in the U.S. For purposes of the 80% policy, the adviser considers mid cap companies to be those whose market capitalization falls within the range of the Russell Midcap ® Value Index at the time of initial purchase.

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
MXMVX	Empower Mid Cap Value Fund Investor Class	No Load	Open			May 15, 2008	$122.62M	1.050%	Above Average	$0	−$5.34M
MXKJX	Empower Mid Cap Value Fund Institutional Class	Institutional	Open			May 1, 2015	$1.00B	0.700%	Below Average	$0	−$154.68M

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