Morningstar

Empower Large Cap Value Fund Institutional Class MXVHX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 7.83  /  +0.38 %
  • Total Assets 2.3B
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.90%
  • Turnover 27%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 3:31 AM GMT+0

Morningstar’s Analysis MXVHX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Large Cap Value Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MXVHX

More MXVHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc

2.92 59M
Financial Services

Alphabet Inc Class A

2.77 56M
Communication Services

Exxon Mobil Corp

2.63 53M
Energy

Cisco Systems Inc

1.89 38M
Technology

Philip Morris International Inc

1.83 37M
Consumer Defensive

Charles Schwab Corp

1.79 36M
Financial Services

Bank of America Corp

1.77 36M
Financial Services

Amazon.com Inc

1.76 36M
Consumer Cyclical

NextEra Energy Inc

1.75 35M
Utilities

Microsoft Corp

1.58 32M
Technology

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