The combination of a middling Process Pillar rating and a Low People Pillar rating limit Empower Core Strats Infl-Prtd Scs Ins to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 3.67 / 0.00
- Total Assets 44.5 Mil
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Adj. Expense Ratio
- Expense Ratio 0.350%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Inflation-Protected Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 0
- Status Open
- TTM Yield 13.44%
- Effective Duration —
Morningstar’s Analysis MXEGX
Will MXEGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.