Empower Lifetime 2045 Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Empower Lifetime 2045 Fund Institutional Class MXWEX
- NAV / 1-Day Return 6.22 / −2.35 %
- Total Assets 1.5B
-
Adj. Expense Ratio
0.530%
- Expense Ratio 0.120%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2045
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 4.59%
- Turnover 39%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:41 AM GMT+0
Morningstar’s Analysis MXWEX
Will MXWEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MXWEX 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 MXWEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 78.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Empower S&P 500® Index Institutional | 28.03 | 395M | — |
Empower International Index Instl | 10.63 | 150M | — |
Empower Large Cap Value Instl | 6.34 | 89M | — |
Empower Large Cap Growth Instl | 5.76 | 81M | — |
Empower International Value Instl | 5.71 | 80M | — |
Empower International Growth Instl | 4.95 | 70M | — |
Empower Mid Cap Value Instl | 4.75 | 67M | — |
Empower T. Rowe Price Mid Cp Gr Instl | 4.39 | 62M | — |
Empower Bond Index Institutional | 4.34 | 61M | — |
Fidelity Emerging Markets Idx | 3.30 | 46M | — |
United States