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Morningstar

Empower Real Estate Index Instl MXSFX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 7.75  /  +0.52 %
  • Total Assets 773.9 Mil
  • 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 —
  • Status Open
  • TTM Yield 3.07%
  • Turnover 11%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MXSFX

Will MXSFX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Empower Real Estate Index Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXSFX

More MXSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

12.58 100.0 Mil
Real Estate

Equinix Inc

7.73 61.4 Mil
Real Estate

Welltower Inc

5.10 40.5 Mil
Real Estate

Public Storage

4.93 39.2 Mil
Real Estate

Simon Property Group Inc

4.75 37.8 Mil
Real Estate

Realty Income Corp

4.25 33.7 Mil
Real Estate

Digital Realty Trust Inc

4.16 33.1 Mil
Real Estate

Extra Space Storage Inc

3.46 27.5 Mil
Real Estate

AvalonBay Communities Inc

2.72 21.6 Mil
Real Estate

Equity Residential

2.16 17.2 Mil
Real Estate