Empower Moderate Profile Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Empower Moderate Profile Fund Investor Class MXMPX
- NAV / 1-Day Return 7.02 / +0.57 %
- Total Assets 2.8B
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.390%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Global Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.04%
- Turnover 13%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 3:53 AM GMT+0
Morningstar’s Analysis MXMPX
Will MXMPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXMPX 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 MXMPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 76.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower Life & Annuity Contract | 16.04 | 412M | — |
Empower Large Cap Value Instl | 14.93 | 384M | — |
Empower International Value Instl | 8.51 | 219M | — |
Empower Large Cap Growth Instl | 8.33 | 214M | — |
Empower Mid Cap Value Instl | 6.15 | 158M | — |
Empower International Growth Instl | 5.33 | 137M | — |
Empower Multi-Sector Bond Instl | 4.85 | 124M | — |
Empower Global Bond Institutional | 4.78 | 123M | — |
Empower T. Rowe Price Mid Cp Gr Instl | 3.94 | 101M | — |
Empower Real Estate Index Instl | 3.92 | 101M | — |
United States