Morningstar

Empower Real Estate Index Fund Institutional Class MXSFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $9.19  /  −0.76 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.300%
  • Net Expense Ratio 0.300%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.80%
  • Turnover Ratio 2%
NAV and 1-Day Return as of

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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MXSFX

More MXSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

12.81 183M
Real Estate

Prologis Inc

10.10 145M
Real Estate

Equinix Inc

8.22 118M
Real Estate

Simon Property Group Inc

5.80 83M
Real Estate

Digital Realty Trust Inc

4.74 68M
Real Estate

Realty Income Corp

4.62 66M
Real Estate

Public Storage

4.02 58M
Real Estate

Ventas Inc

3.45 49M
Real Estate

Extra Space Storage Inc

2.45 35M
Real Estate

Vivmark Residential

2.10 30M
Real Estate

Sponsor Center