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Empower Ariel Mid Cap Value Inv MXMCX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 7.97  /  1.36 %
  • Total Assets 110.9 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.92%
  • Turnover 31%

Morningstar’s Analysis MXMCX

Will MXMCX outperform in future?

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

Empower Ariel Mid Cap Value Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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-costliest quintile among peers.

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Portfolio Holdings MXMCX

  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.84
4,490,186
Healthcare
3.67
4,287,739
Financial Services
3.64
4,258,496
Financial Services
3.62
4,237,396
Consumer Cyclical
3.60
4,207,763
Consumer Cyclical
3.30
3,859,890
Communication Services
3.19
3,728,601
Industrials
3.11
3,634,355
Consumer Cyclical
3.10
3,627,889
Industrials