MXVHX

About MXVHX

Empower Large Cap Value Institutional Fund is an actively managed mutual fund focused on large-cap value equities, with a core objective of seeking both capital growth and current income. The fund predominantly invests at least 80% of its net assets in equity securities of large U.S. companies, while maintaining the flexibility to allocate small portions to midsize domestic firms and select foreign holdings. Its mandate targets companies recognized for their strong fundamentals, undervalued characteristics, and dividend-paying potential, resulting in a diversified portfolio across key sectors such as energy, healthcare, technology, financial services, and consumer defensive industries. Notable holdings include multinational leaders like Exxon Mobil, Microsoft, and Walmart. The fund is managed by a seasoned team with substantial expertise in value investing, and it is benchmarked against the Russell 1000 Value Index. Designed for institutional investors, it offers a competitive expense ratio and a yield aligned with its income objective, all while keeping turnover relatively moderate. By emphasizing large-cap value stocks, this fund plays a significant role in diversified investment portfolios seeking stability, income, and long-term appreciation through exposure to established, high-quality U.S. companies.