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Morningstar

Empower Short Duration Bond Inv MXSDX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Empower Investment Hub

Morningstar’s Analysis MXSDX

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

  • People Pillar

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

An incline in People Pillar rating is the primary driver of Empower Short Duration Bond Inv's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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