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Morningstar

Empower SecureFoundation® Bal Inv MXSBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.58  /  1.04 %
  • Total Assets 927.2 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.67%
  • Turnover 20%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis MXSBX

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

People Pillar

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

Summary

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Empower SecureFoundation® Bal Inv's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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