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Morningstar

Empower Large Cap Value Instl MXVHX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 7.25  /  0.00
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.62%
  • Turnover 29%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 3:32 AM GMT+0

Morningstar’s Analysis MXVHX

Will MXVHX 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 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.

A sound investment process and strong management team underpin Empower Large Cap Value Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXVHX

More MXVHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

2.67 41.7 Mil
Technology

Qualcomm Inc

2.55 39.9 Mil
Technology

Exxon Mobil Corp

2.37 37.1 Mil
Energy

American International Group Inc

1.95 30.5 Mil
Financial Services

Walmart Inc

1.87 29.2 Mil
Consumer Defensive

Charles Schwab Corp

1.78 27.7 Mil
Financial Services

Bank of America Corp

1.64 25.5 Mil
Financial Services

PulteGroup Inc

1.59 24.9 Mil
Consumer Cyclical

Citigroup Inc

1.43 22.4 Mil
Financial Services

Wells Fargo & Co

1.41 22.1 Mil
Financial Services