Morningstar

Empower Real Estate Index Fund Institutional Class MXSFX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 10.04  /  −0.30 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.41%
  • Turnover 2%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 3:30 AM GMT+0

Morningstar’s Analysis MXSFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Real Estate Index Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MXSFX

More MXSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

12.40 158M
Real Estate

Prologis Inc

11.04 140M
Real Estate

Equinix Inc

8.66 110M
Real Estate

Simon Property Group Inc

5.45 69M
Real Estate

Digital Realty Trust Inc

5.23 67M
Real Estate

Realty Income Corp

5.06 64M
Real Estate

Public Storage

3.85 49M
Real Estate

Ventas Inc

3.49 44M
Real Estate

Extra Space Storage Inc

2.50 32M
Real Estate

AvalonBay Communities Inc

2.08 26M
Real Estate

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