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Morningstar

Empower Core Strategies US Eq Instl MXEBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.41  /  0.08 %
  • Total Assets 342.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.90%
  • Turnover 132%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis MXEBX

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

People Pillar

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

Summary

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An incline in its Process Pillar rating is the primary driver of Empower Core Strategies US Eq Instl's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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