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Morningstar

Empower S&P 500® Index Investor MXVIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 27.09  /  1.08 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.39%
  • Turnover 9%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis MXVIX

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

People Pillar

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

Summary

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Empower S&P 500® Index Investor’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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