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Morningstar

Empower SecureFoundation® Bal ETF A SFBPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.68  /  0.19 %
  • Total Assets 21.0 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.280%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Limited
  • TTM Yield 2.36%
  • Turnover 17%

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

Morningstar’s Analysis SFBPX

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

People Pillar

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

Summary

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Empower SecureFoundation® Bal ETF A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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