Morningstar

Empower S&P Mid Cap 400® Index Fund Institutional Class MXNZX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 8.40  /  +0.12 %
  • Total Assets 1.6B
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.66%
  • Turnover 18%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 3:47 AM GMT+0

Morningstar’s Analysis MXNZX

Will MXNZX 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 MXNZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower S&P Mid Cap 400® Index Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MXNZX

More MXNZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TechnipFMC PLC

0.87 13M
Energy

Casey's General Stores Inc

0.84 13M
Consumer Cyclical

United Therapeutics Corp

0.79 12M
Healthcare

Curtiss-Wright Corp

0.78 12M
Industrials

Flex Ltd

0.75 11M
Technology

XPO Inc

0.71 11M
Industrials

Woodward Inc

0.66 10M
Industrials

Royal Gold Inc

0.64 10M
Basic Materials

United States Treasury Bills 3.63%

0.64 10M
Government

US Foods Holding Corp

0.63 9M
Consumer Defensive

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