Empower Small Cap Growth Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Empower Small Cap Growth Fund Institutional MXMSX
- NAV / 1-Day Return 12.86 / +0.70 %
- Total Assets 269.2M
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.840%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.18%
- Turnover 70%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 3:53 AM GMT+0
Morningstar’s Analysis MXMSX
Will MXMSX 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 MXMSX 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 MXMSX’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 13.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TechnipFMC PLC | 1.56 | 3M | Energy |
Advanced Energy Industries Inc | 1.50 | 3M | Industrials |
Element Solutions Inc | 1.38 | 3M | Basic Materials |
SPX Technologies Inc | 1.38 | 3M | Industrials |
Legence Corp Ordinary Shares - Class A | 1.33 | 3M | Industrials |
ESCO Technologies Inc | 1.25 | 3M | Technology |
Cogent Biosciences Inc | 1.24 | 3M | Healthcare |
Modine Manufacturing Co | 1.22 | 3M | Consumer Cyclical |
JFrog Ltd Ordinary Shares | 1.18 | 3M | Technology |
Patrick Industries Inc | 1.14 | 3M | Consumer Cyclical |
United States