Empower Lifetime 2035 Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Empower Lifetime 2035 Fund Institutional Class MXTBX
- NAV / 1-Day Return 5.96 / +0.51 %
- Total Assets 2.1B
-
Adj. Expense Ratio
0.480%
- Expense Ratio 0.110%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 5.41%
- Turnover 37%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 3:53 AM GMT+0
Morningstar’s Analysis MXTBX
Will MXTBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXTBX 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 MXTBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 71.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower S&P 500® Index Institutional | 23.32 | 450M | — |
Empower Bond Index Institutional | 8.26 | 159M | — |
Empower International Index Instl | 7.97 | 154M | — |
Empower Large Cap Value Instl | 5.28 | 102M | — |
Empower Core Bond Instl | 4.97 | 96M | — |
Empower Large Cap Growth Instl | 4.80 | 93M | — |
Empower Multi-Sector Bond Instl | 4.64 | 90M | — |
Empower Life & Annuity Contract | 4.33 | 84M | — |
Empower International Value Instl | 4.27 | 82M | — |
Empower Mid Cap Value Instl | 4.06 | 78M | — |
United States