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Morningstar

Empower Lifetime 2015 Inv MXLYX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 12.14  /  0.08 %
  • Total Assets 494.0 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 17%

USD | NAV as of Sep 23, 2023 | 1-Day Return as of Sep 23, 2023, 12:31 AM GMT+0

Morningstar’s Analysis MXLYX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Empower Lifetime 2015 Inv 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXLYX

More MXLYX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 27
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower

12.96
67,976,072
—

Empower Infl-Protd Secs Instl

12.83
67,271,776
—

Empower Bond Index Institutional

10.37
54,354,318
—

Empower S&P 500® Index Institutional

8.04
42,137,510
—

Empower Short Duration Bond Instl

5.55
29,078,574
—

Empower Global Bond Institutional

5.42
28,445,861
—

Empower Core Bond Instl

5.09
26,713,338
—

Empower International Index Instl

4.53
23,753,986
—

Empower Large Cap Value Instl

4.18
21,915,346
—

Empower Multi-Sector Bond Instl

4.13
21,663,960
—