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Morningstar

Empower Lifetime 2055 Inv MXWLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 16.37  /  1.17 %
  • Total Assets 446.0 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.99%
  • Turnover 32%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis MXWLX

Will MXWLX 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 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.

Summary

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Empower Lifetime 2055 Inv's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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