Morningstar

Empower Lifetime 2055 Fund Investor Class MXWLX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $22.83  /  −0.87 %
  • Fund Size $824.0M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.470%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.88%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis MXWLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Lifetime 2055 Inv 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.

by Morningstar Automated Analysis
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Portfolio Holdings MXWLX

More MXWLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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29.32 238M
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Empower International Index Instl

11.97 97M
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Empower Large Cap Value Instl

6.41 52M
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Empower International Value Instl

6.31 51M
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Empower Large Cap Growth Instl

6.15 50M
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Empower International Growth Instl

5.64 46M
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Empower Mid Cap Value Instl

4.67 38M
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Empower T. Rowe Price Mid Cp Gr Instl

4.47 36M
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Empower Emerging Markets Equity Inst

4.09 33M
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Fidelity Emerging Markets Idx

4.09 33M
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