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Empower S&P Mid Cap 400® Index Inv MXMDX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 17.93  /  3.28 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.43%
  • Turnover 27%

Morningstar’s Analysis MXMDX

Will MXMDX outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Empower S&P Mid Cap 400® Index Inv’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings MXMDX

  • Current Portfolio Date
  • Equity Holdings 402
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.71
9,216,377
Industrials
0.70
9,136,093
Basic Materials
0.61
7,935,954
Technology
0.61
7,922,417
Industrials
0.61
7,922,017
Industrials
0.57
7,460,089
Industrials
0.56
7,213,479
Consumer Cyclical
0.55
7,196,589
Technology
0.55
7,139,290
Industrials
0.55
7,088,425
Industrials