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Morningstar

Empower Lifetime 2025 Instl MXQBX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 6.21  /  0.00
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 5.70%
  • Turnover 20%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MXQBX

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

  • People Pillar

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

Weakness in Empower Lifetime 2025 Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXQBX

More MXQBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower Bond Index Institutional

11.16 136.1 Mil
—

Empower S&P 500® Index Institutional

9.37 114.2 Mil
—

Empower Life & Annuity Contract

8.77 106.9 Mil
—

Empower Infl-Protd Secs Instl

8.09 98.7 Mil
—

Empower International Index Instl

5.63 68.7 Mil
—

Empower Core Bond Instl

5.50 67.1 Mil
—

Empower Global Bond Institutional

5.31 64.7 Mil
—

Empower Large Cap Value Instl

4.88 59.5 Mil
—

Empower Large Cap Growth Instl

4.49 54.7 Mil
—

Empower Multi-Sector Bond Instl

4.46 54.3 Mil
—