Morningstar

Empower T. Rowe Price Mid Cap Growth Fund Institutional Class MXYKX

Morningstar Medalist Rating
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Medalist Rating as of See Empower Investment Hub
  • NAV / 1-Day Return $4.96  /  +0.81 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis MXYKX

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

  • People Pillar

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

Analyst David Carey

David Carey

Analyst

Summary

Big shoes, capable feet. The T. Rowe Price Mid-Cap Growth strategy, which includes a Canadian subadvised vehicle and a separately managed account, remains an appealing option despite the retirement of its longtime lead manager.

by David Carey
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Portfolio Holdings MXYKX

More MXYKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Agilent Technologies Inc

2.43 49M
Healthcare

Keysight Technologies Inc

2.18 44M
Technology

Mettler-Toledo International Inc

2.11 42M
Healthcare

MACOM Technology Solutions Holdings Inc

2.06 41M
Technology

Teradyne Inc

2.04 41M
Technology

Datadog Inc Class A

1.91 38M
Technology

Yum Brands Inc

1.86 37M
Consumer Cyclical

Lattice Semiconductor Corp

1.74 35M
Technology

Burlington Stores Inc

1.73 35M
Consumer Cyclical

Alnylam Pharmaceuticals Inc

1.58 32M
Healthcare

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