Empower Short Duration Bond Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Empower Short Duration Bond Fund Institutional Class MXXJX
- NAV / 1-Day Return 9.71 / 0.00
- Total Assets 574.0M
-
Adj. Expense Ratio
0.250%
- Expense Ratio 0.240%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 0
- Status Open
- TTM Yield 4.01%
- Effective Duration 1.67 years
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 3:30 AM GMT+0
Morningstar’s Analysis MXXJX
Will MXXJX 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 MXXJX 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 MXXJX’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 12.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Federal Home Loan Banks 3.65% | 7.23 | 41M | Cash and Equivalents |
United States Treasury Notes 3.88% | 5.03 | 29M | Government |
United States Treasury Bills 3.65% | 1.76 | 10M | Government |
Goldman Sachs Group, Inc. 4.15% | 1.19 | 7M | Corporate |
Bank of America Corp. 6.2% | 1.06 | 6M | Corporate |
B.A.T. Capital Corporation 4.91% | 0.92 | 5M | Corporate |
Boeing Co. 6.3% | 0.76 | 4M | Corporate |
Medline Borrower LP 3.88% | 0.70 | 4M | Corporate |
Dick's Sporting Goods, Inc. 4% | 0.70 | 4M | Corporate |
Hyundai Capital America 5.3% | 0.70 | 4M | Corporate |
United States