Morningstar

Empower S&P 500® Index Fund Institutional Class MXKWX

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

Strategy

The investment seeks investment results that track the total return of the common stocks that comprise the Standard & Poor's ("S&P") 500® Index (the "benchmark index"). The fund invests at least 80% of its net assets in common stocks included in its benchmark index. The adviser uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stock’s weight in the benchmark index. The index is designed to measure the performance of 500 of the top companies in leading industries of the U.S. economy.

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
MXVIX	Empower S&P 500® Index Fund Investor Class	No Load	Open			Sep 8, 2003	$7.84B	0.490%	Below Average	$0	$318.88M
MXKWX	Empower S&P 500® Index Fund Institutional Class	Institutional	Open			May 1, 2015	$3.03B	0.120%	Low	$0	$180.71M

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