Morningstar

Empower Lifetime 2015 Fund Institutional Class MXNYX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 7.81  /  −0.13 %
  • Total Assets 451.8M
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.070%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 5.08%
  • Turnover 32%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 3:31 AM GMT+0

Morningstar’s Analysis MXNYX

Will MXNYX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MXNYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MXNYX 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 MXNYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Lifetime 2015 Instl 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.

by Morningstar Automated Analysis
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Portfolio Holdings MXNYX

More MXNYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

14.16 64M
—

Empower Life & Annuity Contract

13.90 63M
—

Empower Infl-Protd Secs Instl

13.78 62M
—

Empower Bond Index Institutional

9.11 41M
—

Empower Short Duration Bond Instl

5.97 27M
—

Empower Core Bond Instl

5.47 25M
—

Empower Multi-Sector Bond Instl

5.43 25M
—

Empower Global Bond Institutional

4.33 20M
—

Empower International Index Instl

3.80 17M
—

Empower Large Cap Value Instl

3.17 14M
—

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