Skip to Content
Morningstar

Empower Lifetime 2035 Instl MXTBX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 5.87  /  −0.34 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • 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 5.18%
  • Turnover 23%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MXTBX

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

  • 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.

Weakness in Empower Lifetime 2035 Instl's People and Process Pillar ratings limits this strategy 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MXTBX

More MXTBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

12.23 165.5 Mil
—

Empower Bond Index Institutional

8.74 118.3 Mil
—

Empower International Index Instl

8.26 111.8 Mil
—

Empower Large Cap Value Instl

6.36 86.1 Mil
—

Empower Large Cap Growth Instl

5.85 79.2 Mil
—

Empower S&P Mid Cap 400® Index Instl

5.22 70.6 Mil
—

Empower International Value Instl

4.37 59.2 Mil
—

Empower Core Bond Instl

4.29 58.1 Mil
—

Empower Life & Annuity Contract

4.08 55.3 Mil
—

Empower International Growth Instl

3.88 52.4 Mil
—