Morningstar

Empower S&P 500® Index Fund Investor Class MXVIX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $50.06  /  +0.58 %
  • Fund Size $10.9B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.21%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

Morningstar’s Analysis MXVIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower S&P 500® Index Investor 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
Rated on Published on

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Portfolio Holdings MXVIX

More MXVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.44 777M
Technology

Apple Inc

6.52 682M
Technology

Microsoft Corp

4.25 444M
Technology

Amazon.com Inc

3.58 374M
Consumer Cyclical

Alphabet Inc Class A

3.22 336M
Communication Services

Broadcom Inc

2.74 287M
Technology

Alphabet Inc Class C

2.56 268M
Communication Services

Micron Technology Inc

2.00 209M
Technology

Meta Platforms Inc Class A

1.90 198M
Communication Services

Tesla Inc

1.82 190M
Consumer Cyclical

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