Skip to Content

Empower Ariel Mid Cap Value Inv MXMCX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 8.93  /  +2.64 %
  • Total Assets 111.9 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 2.07%
  • Turnover 20%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 12:25 AM GMT+0

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 People Pillar and Process 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-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MXMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Northern Trust Corp

4.34 5.1 Mil
Financial Services

The Goldman Sachs Group Inc

4.25 5.0 Mil
Financial Services

Charles River Laboratories International Inc

3.81 4.5 Mil
Healthcare

Mattel Inc

3.72 4.4 Mil
Consumer Cyclical

Charles Schwab Corp

3.20 3.8 Mil
Financial Services

CarMax Inc

3.18 3.8 Mil
Consumer Cyclical

Labcorp Holdings Inc

3.14 3.7 Mil
Healthcare

The Interpublic Group of Companies Inc

3.00 3.6 Mil
Communication Services

Stanley Black & Decker Inc

3.00 3.6 Mil
Industrials

The Carlyle Group Inc

2.77 3.3 Mil
Financial Services