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Empower Lifetime 2055 Instl MXZHX

Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 5.17  /  +0.98 %
  • Total Assets 539.3 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 5.28%
  • Turnover 19%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:24 AM GMT+0

Morningstar’s Analysis MXZHX

Will MXZHX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MXZHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 77.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Empower S&P 500® Index Institutional

14.75 74.1 Mil

Empower International Index Instl

12.44 62.5 Mil

Empower Large Cap Value Instl

7.65 38.5 Mil

Empower Large Cap Growth Instl

7.05 35.5 Mil

Empower International Value Instl

6.58 33.1 Mil

Empower S&P Mid Cap 400® Index Instl

6.29 31.6 Mil

Empower International Growth Instl

5.83 29.3 Mil

Empower Emerging Markets Equity Inst

5.50 27.6 Mil

Fidelity Emerging Markets Idx

5.50 27.6 Mil

Empower S&P SmallCap 600® Index Instl

5.41 27.2 Mil