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Morningstar

Empower Lifetime 2015 Svc MXLZX

Morningstar Medalist Rating
Medalist Rating as of | See Empower Investment Hub
  • NAV / 1-Day Return 12.69  /  −0.16 %
  • Total Assets 474.7 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.62%
  • Turnover 14%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MXLZX

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

  • People Pillar

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

Weakness in Empower Lifetime 2015 Svc's Process and People 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MXLZX

More MXLZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—