Morningstar

Empower Lifetime 2055 Fund Service Class MXXLX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $21.90  /  −0.86 %
  • Fund Size $824.0M
  • Adjusted Expense Ratio 0.980%
  • Net Expense Ratio 0.570%
  • 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 0.76%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis MXXLX

Will MXXLX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Empower Lifetime 2055 Svc 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
Rated on Published on

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Portfolio Holdings MXXLX

More MXXLX 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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Empower Large Cap Growth Instl

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Empower Mid Cap Value Instl

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Empower Emerging Markets Equity Inst

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