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Morningstar

Empower Conservative Profile Inv MXCPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.35  /  0.14 %
  • Total Assets 897.1 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.87%
  • Turnover 16%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 1:31 AM GMT+00:00

Morningstar’s Analysis MXCPX

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

People Pillar

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

Summary

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Empower Conservative Profile Inv's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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