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Empower SecureFoundation® Bal ETF A SFBPX

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%

Morningstar’s Analysis SFBPX

Will SFBPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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