Morningstar

Empower Large Cap Value Fund Institutional Class MXVHX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $8.18  /  +0.12 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.600%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.80%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

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 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.11 113M
Technology

Microsoft Corp

5.04 112M
Technology

Amazon.com Inc

4.64 103M
Consumer Cyclical

Citigroup Inc

2.88 64M
Financial Services

Cisco Systems Inc

1.95 43M
Technology

ExxonMobil Holdings Corp

1.91 43M
Energy

Philip Morris International Inc

1.80 40M
Consumer Defensive

Charles Schwab Corp

1.67 37M
Financial Services

Bank of America Corp

1.61 36M
Financial Services

Southwest Airlines Co

1.52 34M
Industrials

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