MXGPX

Active

Empower Moderate Profile Fund

Category: US Equity (9,528 funds)

Expense Ratio

1.15%

Annual Cost per $10K

$115.00

30-Year Fee Drag per $10K

$21,077

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+9.88%

Asset Allocation

US Equity

84%

US Bond

16%

Fee Comparison

MXGPX

1.15%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

8% more expensive than category average

Historical Returns

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

+34.74%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

MXGPX at 1.15%$275,230

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$105,383

Cost vs index fund−$102,194

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
MXGPX	Empower Moderate Profile Fund	1.15%	+9.88%	+10.45%	+7.49%
MXMPX	Empower Moderate Profile Fund	0.90%	+10.27%	+10.72%	+7.74%
ACIIX	Equity Income Fund	0.59%	+7.73%	+9.09%	+9.97%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
FCTDX	Strategic Advisers Fidelity U.S. Total Stock Fund	0.28%	+14.87%	+19.68%	+14.70%
TIACX	Investment Co of America	0.63%	+20.95%	+24.94%	+18.10%
FSLTX	Strategic Advisers Alternatives Fund	1.56%	+7.58%	+4.51%	—
EKBDX	Allspring Diversified Capital Builder Fund	1.01%	+12.78%	+21.90%	+12.65%
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%	—	—
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.57%	+23.05%	—
CGIOX	Calamos Growth & Income Fund	0.73%	+22.36%	+19.50%	+14.61%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
CAPAX	Federated Hermes Capital Income Fund	0.89%	+9.37%	+9.33%	+6.24%
JEPI	JPMorgan Equity Premium Income ETF	0.35%	+5.28%	+10.32%	+10.93%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.91%	+10.24%	+12.93%
CDIRX	Columbia Dividend Income Fund	1.15%	+9.72%	+13.23%	+12.29%
MFEGX	MFS Growth Fund	0.83%	+17.10%	+22.40%	+11.49%
MXLYX	Empower Lifetime 2015 Fund	0.76%	+8.79%	+9.01%	+5.50%
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+15.48%	+21.38%	+16.77%
PAVLX	T. Rowe Price Value Fund, Inc.	0.94%	+8.37%	+12.78%	+13.62%
TRQZX	T. Rowe Price Mid-Cap Growth Fund, Inc.	0.61%	+4.84%	+11.94%	+7.88%
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%	—
MXCPX	Empower Conservative Profile Fund	0.76%	+6.77%	+7.31%	+4.24%
OAZMX	Oakmark Fund	0.63%	+15.26%	+20.02%	—
FRDPX	Franklin Rising Dividends Fund	0.83%	+9.76%	+12.44%	+12.30%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+10.03%	+12.85%	+14.86%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
FAGOX	Fidelity Advisor Growth Opportunities Fund	0.99%	+3.11%	-11.20%	-23.53%
DTLGX	Large Company Growth Portfolio	1.30%	+29.54%	+30.57%	+16.98%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
FFRLX	Federated Hermes Floating Rate Strategic Income Fund	0.73%	+5.85%	+7.48%	+4.68%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+7.03%	+14.24%	+9.64%
CPATX	Counterpoint Tactical Income Fund	2.25%	+4.78%	+6.75%	+4.97%
MXELX	Empower Lifetime 2025 Fund	0.81%	+10.13%	+10.45%	+6.60%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+30.88%	+23.10%	+18.21%
PAFDX	T. Rowe Price Equity Income Fund	0.98%	+10.27%	+11.89%	+14.97%
GETGX	Victory Sycamore Established Value Fund	0.89%	+1.00%	+7.91%	+12.32%
RMQAX	Monthly Rebalance NASDAQ-100 2x Strategy Fund	1.42%	+40.59%	+53.26%	+27.40%
MXAGX	Empower Lifetime 2020 Fund	0.78%	+9.29%	+9.63%	+5.96%
VAFAX	Invesco American Franchise Fund	0.93%	+20.11%	+24.09%	+11.60%
MXBPX	Empower Moderately Aggressive Profile Fund	0.99%	+11.75%	+12.39%	+9.27%
MXDPX	Empower Moderately Conservative Profile Fund	0.82%	+8.51%	+8.99%	+6.02%
PAWAX	T. Rowe Price All-Cap Opportunities Fund	1.05%	+18.13%	+22.14%	+15.36%
MLRTX	NYLI Winslow Large Cap Growth Fund	1.04%	+26.34%	+29.99%	+16.32%
RYCCX	NASDAQ-100 2x Strategy Fund	1.74%	+35.15%	+49.43%	+24.38%
CCIFX	Columbia Seligman Technology and Information Fund	0.91%	—	—	—
SBLGX	ClearBridge Large Cap Growth Fund	1.01%	+11.97%	+22.49%	+10.86%
RYNVX	Nova Fund	1.41%	+22.74%	+27.84%	+21.17%
VDAFX	Dynamic Allocation Fund	0.83%	+7.73%	+10.35%	+5.96%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
TRZVX	T. Rowe Price Small-Cap Value Fund, Inc.	0.64%	+7.01%	+8.70%	+11.40%
JEPAX	JPMorgan Equity Premium Income Fund	0.45%	+4.61%	+9.72%	+10.32%
UBVAX	Undiscovered Managers Behavioral Value Fund	1.24%	+4.21%	+9.09%	+17.73%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
NLSAX	Neuberger Berman Long Short Fund	1.68%	+9.73%	+9.55%	+6.76%
MAMB	Monarch Ambassador Income ETF	1.26%	+3.90%	+3.51%	—
SHISX	BlackRock Health Sciences Opportunities Portfolio	1.15%	-8.85%	+5.97%	+4.29%
CTAKX	American Funds College 2036 Fund	0.43%	+16.21%	+17.43%	+10.67%
PASTX	T. Rowe Price Science & Technology Fund, Inc.	1.06%	+28.62%	+37.83%	+15.31%
RETSX	Tax-Managed U.S. Large Cap Fund	0.91%	+16.46%	+19.73%	+14.65%
EQTIX	Shelton Equity Income Fund	0.67%	+9.39%	+14.44%	+12.27%
LMPIX	ClearBridge Appreciation Fund	1.00%	+17.82%	+18.94%	+15.47%
TQAIX	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	0.65%	+6.95%	+13.44%	+9.03%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
GOGFX	Victory Sycamore Small Company Opportunity Fund	1.23%	+3.01%	+5.50%	+10.36%
CSIEX	Calvert Equity Fund	0.90%	+6.21%	+11.70%	+10.01%
AMFEX	AAMA EQUITY FUND	1.18%	+14.72%	+15.92%	+13.05%
SVFIX	Smead Value Fund	0.90%	—	—	—
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+6.61%	+11.59%	+10.64%
HFMCX	THE HARTFORD MIDCAP FUND	1.07%	+4.43%	+7.76%	+4.97%
LGLFX	Lord Abbett Growth Leaders Fund	0.65%	+37.41%	+30.65%	+13.86%
ITHAX	THE HARTFORD CAPITAL APPRECIATION FUND	1.05%	+13.10%	+16.83%	+11.92%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	-2.40%	+5.19%	+6.56%
VSCAX	Invesco Small Cap Value Fund	1.35%	+13.93%	+19.86%	+25.74%
NICSX	Nicholas Fund, Inc.	0.70%	+5.92%	+21.26%	+13.64%
PHLOX	Philotimo Focused Growth & Income	1.50%	+37.29%	+14.51%	—
TWHIX	Heritage Fund	1.00%	+17.76%	+18.33%	+10.05%
AASRX	American Beacon Small Cap Value Fund	0.77%	+1.22%	+7.53%	+13.85%
MEFAX	MassMutual Mid Cap Growth Fund	1.11%	+9.08%	+15.28%	+5.46%
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
HGOTX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.83%	+27.41%	+32.18%	+13.25%
JHDCX	JPMorgan Hedged Equity 2 Fund	1.35%	+7.03%	+12.18%	—
PABVX	MidCap Value Fund I	1.19%	+2.07%	+8.98%	+13.26%
FCPVX	Fidelity Small Cap Value Fund	1.20%	+5.81%	+10.40%	+15.81%
CCASX	CONESTOGA SMALL CAP FUND	1.10%	-6.78%	+5.14%	+3.68%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
GABSX	The Gabelli Small Cap Growth Fund	1.37%	+8.06%	+13.83%	+14.24%
FGRAX	Franklin Growth Opportunities Fund	0.94%	+14.39%	+23.61%	+10.61%
MERDX	Meridian Growth Fund	0.85%	-3.90%	+4.04%	+2.36%
PPA	Invesco Aerospace & Defense ETF	0.58%	+39.71%	+28.44%	+24.82%
PARMX	Parnassus Mid Cap Fund	0.95%	+8.29%	+4.07%	+2.44%
BDSAX	BlackRock Advantage Small Cap Core Fund	1.50%	+7.26%	+10.64%	+9.70%
LMPFX	ClearBridge Growth Fund	1.13%	+18.63%	+14.00%	+8.00%
PZHEX	T. Rowe Price Hedged Equity Fund	0.46%	+12.94%	—	—
ANODX	Small Cap Growth Fund	0.79%	+12.33%	+12.83%	+7.99%
WPOIX	Partners III Opportunity Fund	1.18%	+3.33%	+11.14%	+5.47%
BARUX	BARON ASSET FUND	1.04%	+6.60%	+11.75%	+6.30%

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