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Empower Lifetime 2035 Inv MXKLX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 13.52  /  −0.52 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.78%
  • Turnover 23%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 12:27 AM GMT+0

Morningstar’s Analysis MXKLX

Will MXKLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Empower Lifetime 2035 Inv's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings MXKLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

12.23 165.5 Mil

Empower Bond Index Institutional

8.74 118.3 Mil

Empower International Index Instl

8.26 111.8 Mil

Empower Large Cap Value Instl

6.36 86.1 Mil

Empower Large Cap Growth Instl

5.85 79.2 Mil

Empower S&P Mid Cap 400® Index Instl

5.22 70.6 Mil

Empower International Value Instl

4.37 59.2 Mil

Empower Core Bond Instl

4.29 58.1 Mil

Empower Life & Annuity Contract

4.08 55.3 Mil

Empower International Growth Instl

3.88 52.4 Mil