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Empower Lifetime 2055 Svc MXXLX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 17.71  /  +0.63 %
  • Total Assets 563.0 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • 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 0.98%
  • Turnover 19%

USD | NAV as of May 25, 2024 | 1-Day Return as of May 25, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MXXLX

Will MXXLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Empower Lifetime 2055 Svc's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings MXXLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 76.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

14.73 80.5 Mil

Empower International Index Instl

12.35 67.5 Mil

Empower Large Cap Value Instl

7.69 42.0 Mil

Empower Large Cap Growth Instl

7.04 38.5 Mil

Empower International Value Instl

6.55 35.8 Mil

Empower S&P Mid Cap 400® Index Instl

6.36 34.8 Mil

Empower International Growth Instl

5.80 31.7 Mil

Empower S&P SmallCap 600® Index Instl

5.50 30.1 Mil

Empower Emerging Markets Equity Inst

5.42 29.6 Mil

Fidelity Emerging Markets Idx

5.42 29.6 Mil