MXATX

Active

Empower Lifetime 2030 Fund

Category: US Equity (9,528 funds)

Expense Ratio

0.83%

Annual Cost per $10K

$83.00

30-Year Fee Drag per $10K

$15,859

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+11.14%

Asset Allocation

US Equity

93%

US Bond

Fee Comparison

MXATX

0.83%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

22% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+38.69%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

MXATX at 0.83%$301,318

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$79,295

Cost vs index fund−$76,107

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
MXATX	Empower Lifetime 2030 Fund	0.83%	+11.14%	+11.52%	+7.57%
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+21.66%	+26.69%	+16.47%
TRZBX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.55%	+23.98%	+32.20%	—
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
FDGRX	Fidelity Growth Company Fund	0.52%	+21.37%	+27.13%	+15.05%
TRJZX	T. Rowe Price Growth Stock Fund, Inc.	0.51%	+21.19%	+27.03%	+12.76%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+21.80%	+29.56%	—
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
MFEGX	MFS Growth Fund	0.83%	+17.10%	+22.40%	+11.49%
PRBLX	Parnassus Core Equity Fund	0.82%	+11.48%	+5.68%	+3.41%
PARCX	T. Rowe Price Retirement 2030 Fund	0.81%	+8.82%	+11.47%	+7.60%
HNACX	Harbor Capital Appreciation Fund	0.59%	+25.52%	+30.55%	+15.00%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
APGYX	AB LARGE CAP GROWTH FUND INC	0.57%	+20.21%	+24.73%	+15.24%
COWZ	Pacer US Cash Cows 100 ETF	0.49%	+3.58%	+9.79%	+18.25%
TRLGX	T. Rowe Price Large-Cap Growth Fund	0.55%	+20.92%	+27.94%	+15.15%
PARDX	T. Rowe Price Retirement 2040 Fund	0.85%	+10.45%	+14.07%	+9.39%
OAKMX	Oakmark Fund	0.91%	+14.91%	+19.68%	+20.07%
PARKX	T. Rowe Price Retirement 2035 Fund	0.84%	+9.67%	+12.87%	+8.55%
AULDX	Ultra Fund	0.54%	+24.54%	+27.39%	+16.58%
VHCOX	VANGUARD CAPITAL OPPORTUNITY FUND	0.43%	+20.18%	+19.96%	+15.07%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+7.03%	+14.24%	+9.64%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
EGFIX	Edgewood Growth Fund$1M min	1.00%	+15.49%	+27.88%	+6.82%
PARJX	T. Rowe Price Retirement 2025 Fund	0.79%	+8.13%	+10.24%	+6.74%
GETGX	Victory Sycamore Established Value Fund	0.89%	+1.00%	+7.91%	+12.32%
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-6.55%	+8.19%	+10.62%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+3.73%	+9.96%	+13.22%
PARLX	T. Rowe Price Retirement 2045 Fund	0.86%	+11.17%	+14.90%	+10.04%
PARBX	T. Rowe Price Retirement 2020 Fund	0.77%	+7.95%	+9.61%	+6.15%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+21.56%	+28.05%	+15.80%
PARFX	T. Rowe Price Retirement 2050 Fund	0.88%	+11.37%	+15.18%	+10.20%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+6.81%	+7.60%	—
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+26.82%	+30.56%	+16.81%
AGRDX	Growth Fund	0.54%	+26.24%	+28.15%	+16.91%
PLCGX	LargeCap Growth Fund I	0.94%	+20.55%	+25.37%	+13.12%
MOAT	VanEck Morningstar Wide Moat ETF	0.47%	+8.32%	+17.65%	+15.02%
PGORX	Putnam Large Cap Growth Fund	0.93%	+25.99%	+29.27%	+16.50%
PRCOX	T. Rowe Price U.S. Equity Research Fund	0.45%	+17.57%	+22.74%	+17.59%
VPCCX	VANGUARD PRIMECAP CORE FUND	0.45%	+20.33%	+19.62%	+16.63%
HAIAX	HARTFORD CORE EQUITY FUND	0.69%	+17.95%	+19.80%	+14.82%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
FSCSX	Select Software and IT Services Portfolio	0.62%	+16.56%	+18.00%	+9.43%
OEICX	JPMorgan Equity Index Fund	0.45%	+17.48%	+20.47%	+15.88%
JAGKX	500 Index Trust	0.50%	+18.13%	+21.12%	+16.50%
JDEAX	JPMorgan U.S. Research Enhanced Equity Fund	0.60%	+16.27%	+21.62%	+17.28%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+29.15%	+38.39%	+15.78%
PAROX	T. Rowe Price Retirement 2055 Fund	0.89%	+11.41%	+15.20%	+10.22%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-3.40%	+8.19%	+8.29%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+13.20%	+22.71%	+6.63%
GTENX	Gateway Fund	0.65%	+10.80%	+12.96%	+8.77%
LMESX	ClearBridge Appreciation Fund	0.56%	+18.41%	+19.52%	+15.98%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
PLSAX	LargeCap S&P 500 Index Fund	0.39%	+21.03%	+22.19%	+17.17%
MXVIX	Empower S&P 500 Index Fund	0.49%	+18.13%	+19.89%	+15.81%
SSSVX	State Street Equity 500 Index Fund	0.47%	-34.70%	-35.41%	-38.34%
IGRFX	Macquarie Mid Cap Growth Fund	0.68%	+1.67%	+8.29%	-2.49%
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+10.19%	+3.99%	+3.20%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+8.18%	+12.03%	+14.85%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+26.14%	+28.98%	+17.13%
CSRIX	Cohen & Steers Institutional Realty Shares$1M min	0.75%	-3.01%	+7.64%	+8.15%
UANQX	Victory Nasdaq-100 Index Fund	0.43%	+30.15%	+31.56%	+18.66%
VASVX	VANGUARD SELECTED VALUE FUND	0.42%	+4.29%	+13.51%	+16.20%
FRUAX	Franklin Utilities Fund	0.56%	+9.60%	+12.85%	+10.76%
MXKLX	Empower Lifetime 2035 Fund	0.86%	+12.46%	+12.76%	+8.71%
ACILX	Heritage Fund	0.65%	+18.97%	+19.51%	—
CSIEX	Calvert Equity Fund	0.90%	+6.21%	+11.70%	+10.01%
JHDAX	JPMorgan Hedged Equity 2 Fund	0.85%	+7.62%	+12.75%	—
TILPX	Nuveen Large Cap Growth Fund	0.56%	+26.89%	+29.75%	+15.25%
PARHX	T. Rowe Price Retirement 2015 Fund	0.75%	+7.77%	+9.25%	+5.77%
MXAUX	Empower Lifetime 2030 Fund	0.93%	+10.98%	+11.42%	+7.47%
CSJFX	Cohen & Steers Realty Shares	0.80%	—	—	—
CIPMX	Champlain MidCap Fund	1.09%	+9.69%	+11.41%	+4.92%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+23.87%	+29.12%	+16.24%
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund	0.49%	+15.98%	+20.34%	+14.88%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+8.94%	+14.56%	+5.38%
MXELX	Empower Lifetime 2025 Fund	0.81%	+10.13%	+10.45%	+6.60%
SUWAX	DWS Core Equity Fund	0.83%	+16.05%	+18.97%	+15.86%
JAIZX	Managed Volatility Growth Portfolio	0.77%	+9.56%	+12.25%	+8.08%
TRRYX	T. Rowe Price Retirement 2060 Fund	0.89%	+11.43%	+15.20%	+10.22%
AQEAX	Columbia Disciplined Core Fund	0.94%	+15.95%	+20.16%	+16.86%
ASDEX	Select Fund	0.55%	+25.44%	+26.01%	+16.68%
RWL	Invesco S&P 500 Revenue ETF	0.39%	+12.58%	+15.34%	+15.85%
IEOPX	VOYA LARGE CAP GROWTH PORTFOLIO	0.92%	+21.73%	+25.73%	+14.55%
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
VVSVX	Venerable US Large Cap Strategic Equity Fund	0.86%	+16.48%	—	—
OWACX	Old Westbury All Cap Core Fund	0.96%	+13.16%	+19.23%	+13.25%
AFDGX	Large Cap Equity Fund	0.59%	+14.74%	+18.58%	+14.72%
TSCSX	THRIVENT SMALL CAP STOCK FUND	0.78%	+0.01%	+7.06%	+12.01%
FMUEX	Free Market U.S. Equity Fund$1M min	0.76%	+8.52%	+12.79%	+14.84%
MXSBX	Empower SecureFoundation Balanced Fund	0.59%	+11.43%	+11.43%	+7.49%
VVIPX	Voya VACS Index Series S Portfolio	—	+18.46%	—	—
SPIAX	Invesco S&P 500 Index Fund	0.54%	+15.21%	+18.88%	+14.12%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
JGRO	JPMorgan Active Growth ETF	0.44%	+20.80%	+26.65%	—
JAIYX	Managed Volatility Balanced Portfolio	0.75%	+8.41%	+10.59%	+6.15%
PTLC	Pacer Trendpilot US Large Cap ETF	0.60%	+8.39%	+15.26%	+15.42%

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