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Morningstar

Empower Lifetime 2055 Svc MXXLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.73  /  0.64 %
  • Total Assets 442.2 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 1.020%
  • 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 0.82%
  • Turnover 32%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis MXXLX

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

People Pillar

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

Summary

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Empower Lifetime 2055 Svc's Average Process Pillar and People 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 most expensive quintile among peers.

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