MXELX

Active

Empower Lifetime 2025 Fund

Category: US Equity (9,528 funds)

Expense Ratio

0.81%

Annual Cost per $10K

$81.00

30-Year Fee Drag per $10K

$15,518

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+10.13%

Asset Allocation

US Equity

91%

US Bond

Fee Comparison

MXELX

0.81%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

24% cheaper than category average

Historical Returns

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

+34.75%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

MXELX at 0.81%$303,025

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$77,588

Cost vs index fund−$74,399

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
MXELX	Empower Lifetime 2025 Fund	0.81%	+10.13%	+10.45%	+6.60%
FCTDX	Strategic Advisers Fidelity U.S. Total Stock Fund	0.28%	+14.87%	+19.68%	+14.70%
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+21.66%	+26.69%	+16.47%
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
VPMAX	VANGUARD PRIMECAP FUND	0.31%	+20.43%	+21.12%	+16.30%
TRZBX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.55%	+23.98%	+32.20%	—
FGCKX	Fidelity Growth Company Fund	0.45%	+21.45%	+27.19%	+15.11%
TRJZX	T. Rowe Price Growth Stock Fund, Inc.	0.51%	+21.19%	+27.03%	+12.76%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.91%	+10.24%	+12.93%
MFEKX	MFS Growth Fund	0.49%	+17.53%	+22.82%	+11.88%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+21.80%	+29.56%	—
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
PRBLX	Parnassus Core Equity Fund	0.82%	+11.48%	+5.68%	+3.41%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+6.81%	+7.60%	—
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
TRZAX	T. Rowe Price Value Fund, Inc.	0.56%	+9.38%	+13.86%	+14.72%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+15.48%	+21.38%	+16.77%
MXFLX	Empower Lifetime 2025 Fund	0.91%	+10.07%	+10.30%	+6.46%
HNACX	Harbor Capital Appreciation Fund	0.59%	+25.52%	+30.55%	+15.00%
OAZMX	Oakmark Fund	0.63%	+15.26%	+20.02%	—
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
COWZ	Pacer US Cash Cows 100 ETF	0.49%	+3.58%	+9.79%	+18.25%
VWNDX	VANGUARD WINDSOR FUND	0.36%	+8.11%	+11.99%	+15.90%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+7.03%	+14.24%	+9.64%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+10.03%	+12.85%	+14.86%
VHCAX	VANGUARD CAPITAL OPPORTUNITY FUND	0.36%	+20.27%	+20.04%	+15.15%
TRLGX	T. Rowe Price Large-Cap Growth Fund	0.55%	+20.92%	+27.94%	+15.15%
GETGX	Victory Sycamore Established Value Fund	0.89%	+1.00%	+7.91%	+12.32%
FGKFX	Fidelity Growth Company K6 Fund	0.45%	+22.97%	+28.46%	+15.73%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
RCLIX	T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.57%	+12.88%	+19.13%	+15.41%
MXBPX	Empower Moderately Aggressive Profile Fund	0.99%	+11.75%	+12.39%	+9.27%
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+26.82%	+30.56%	+16.81%
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%
AGWUX	Growth Fund	0.69%	+26.08%	+27.96%	+16.74%
PFF	iShares Preferred and Income Securities ETF	0.45%	+3.20%	+8.08%	+3.09%
ACIIX	Equity Income Fund	0.59%	+7.73%	+9.09%	+9.97%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+21.56%	+28.05%	+15.80%
PGORX	Putnam Large Cap Growth Fund	0.93%	+25.99%	+29.27%	+16.50%
VPCCX	VANGUARD PRIMECAP CORE FUND	0.45%	+20.33%	+19.62%	+16.63%
PLCGX	LargeCap Growth Fund I	0.94%	+20.55%	+25.37%	+13.12%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
PRCOX	T. Rowe Price U.S. Equity Research Fund	0.45%	+17.57%	+22.74%	+17.59%
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%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+29.15%	+38.39%	+15.78%
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio	0.71%	+9.91%	+10.64%	+4.52%
SBLYX	ClearBridge Large Cap Growth Fund$1M min	0.73%	+12.27%	+22.84%	+11.18%
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%
HAIAX	HARTFORD CORE EQUITY FUND	0.69%	+17.95%	+19.80%	+14.82%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
LMESX	ClearBridge Appreciation Fund	0.56%	+18.41%	+19.52%	+15.98%
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+16.58%	+19.85%	+14.77%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.52%	+10.57%	-3.87%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+13.20%	+22.71%	+6.63%
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-3.40%	+8.19%	+8.29%
GTENX	Gateway Fund	0.65%	+10.80%	+12.96%	+8.77%
PLSAX	LargeCap S&P 500 Index Fund	0.39%	+21.03%	+22.19%	+17.17%
SSSVX	State Street Equity 500 Index Fund	0.47%	-34.70%	-35.41%	-38.34%
MXVIX	Empower S&P 500 Index Fund	0.49%	+18.13%	+19.89%	+15.81%
PRF	Invesco RAFI US 1000 ETF	0.34%	+15.58%	+16.10%	+17.37%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+8.18%	+12.03%	+14.85%
VASVX	VANGUARD SELECTED VALUE FUND	0.42%	+4.29%	+13.51%	+16.20%
CEYRX	Calvert Equity Fund	0.58%	+6.55%	+12.06%	+10.35%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
UANQX	Victory Nasdaq-100 Index Fund	0.43%	+30.15%	+31.56%	+18.66%
MXATX	Empower Lifetime 2030 Fund	0.83%	+11.14%	+11.52%	+7.57%
FUFRX	Franklin Utilities Fund	0.50%	+9.65%	+12.92%	+10.84%
ACILX	Heritage Fund	0.65%	+18.97%	+19.51%	—
IGRFX	Macquarie Mid Cap Growth Fund	0.68%	+1.67%	+8.29%	-2.49%
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
SVFIX	Smead Value Fund	0.90%	—	—	—
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+26.14%	+28.98%	+17.13%
HAGIX	Carillon Eagle Mid Cap Growth Fund$1M min	0.72%	+10.52%	+4.31%	+3.52%
TILPX	Nuveen Large Cap Growth Fund	0.56%	+26.89%	+29.75%	+15.25%
MPGFX	Mairs & Power Growth Fund	0.62%	+12.14%	+18.49%	—
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund	0.49%	+15.98%	+20.34%	+14.88%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+6.61%	+11.59%	+10.64%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+23.87%	+29.12%	+16.24%
AQEAX	Columbia Disciplined Core Fund	0.94%	+15.95%	+20.16%	+16.86%
CIPMX	Champlain MidCap Fund	1.09%	+9.69%	+11.41%	+4.92%
IGM	iShares Expanded Tech Sector ETF	0.39%	+30.86%	+38.00%	+20.40%
MXKLX	Empower Lifetime 2035 Fund	0.86%	+12.46%	+12.76%	+8.71%
JHDFX	JPMorgan Hedged Equity 2 Fund	0.45%	+8.04%	+13.17%	—
RWL	Invesco S&P 500 Revenue ETF	0.39%	+12.58%	+15.34%	+15.85%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+8.94%	+14.56%	+5.38%
NASDX	Nasdaq-100 Index Fund	0.51%	+19.89%	+24.53%	+14.57%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
HGOFX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.73%	+27.56%	+32.31%	+13.35%
MXSBX	Empower SecureFoundation Balanced Fund	0.59%	+11.43%	+11.43%	+7.49%
SUWAX	DWS Core Equity Fund	0.83%	+16.05%	+18.97%	+15.86%
JGRO	JPMorgan Active Growth ETF	0.44%	+20.80%	+26.65%	—
FOPPX	Franklin Growth Opportunities Fund	0.58%	+14.76%	+24.03%	+10.98%
PGX	Invesco Preferred ETF	0.50%	+1.15%	+3.53%	+0.42%
SPIAX	Invesco S&P 500 Index Fund	0.54%	+15.21%	+18.88%	+14.12%

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