Morningstar

Empower International Index Fund Institutional Class MXPBX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $14.12  /  −0.49 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 0.230%
  • Net Expense Ratio 0.230%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.28%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis MXPBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower International Index Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MXPBX

More MXPBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.53 124M
Technology

HSBC Holdings PLC

1.49 52M
Financial Services

Roche Holding AG

1.33 47M
—

Novartis AG Registered Shares

1.32 46M
Healthcare

AstraZeneca PLC

1.30 46M
Healthcare

Nestle SA

1.21 43M
Consumer Defensive

Siemens AG

1.10 39M
Industrials

Shell PLC

1.00 35M
Energy

Tokyo Electron Ltd

1.00 35M
Technology

Mitsubishi UFJ Financial Group Inc

0.98 34M
Financial Services

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