MXLDX

Active

Empower SecureFoundation Balanced Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.84%
Annual Cost per $10K
$84.00
30-Year Fee Drag per $10K
$16,029
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+11.14%

Asset Allocation

US Equity
94%
Intl Equity
1%
US Bond
5%

Fee Comparison

MXLDX
0.84%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

21% cheaper than category average

Historical Returns

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

+37.61%3Y
Compare to

Fee Impact Calculator

$
%
MXLDX at 0.84%$300,467
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$80,145
Cost vs index fund−$76,957

Similar Funds (100)

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

TickerNameER
MXLDXEmpower SecureFoundation Balanced Fund0.84%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FDGRXFidelity Growth Company Fund0.52%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
QCGRFXCollege Retirement Equities Fund - Growth Account
MFEGXMFS Growth Fund0.83%
OIEFXJPMorgan Equity Income Fund0.95%
JHLAXMultimanager Lifestyle Balanced Portfolio0.91%
PRBLXParnassus Core Equity Fund0.82%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
HNACXHarbor Capital Appreciation Fund0.59%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JGACXJPMorgan Growth Advantage Fund0.99%
APGYXAB LARGE CAP GROWTH FUND INC0.57%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
COWZPacer US Cash Cows 100 ETF0.49%
AULDXUltra Fund0.54%
PARKXT. Rowe Price Retirement 2035 Fund0.84%
JHQAXJPMorgan Hedged Equity Fund0.82%
EGFIXEdgewood Growth Fund$1M min1.00%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
FLMVXJPMorgan Mid Cap Value Fund1.09%
GETGXVictory Sycamore Established Value Fund0.89%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
PARBXT. Rowe Price Retirement 2020 Fund0.77%
AGRDXGrowth Fund0.54%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
PLCGXLargeCap Growth Fund I0.94%
PGORXPutnam Large Cap Growth Fund0.93%
MOATVanEck Morningstar Wide Moat ETF0.47%
PRCOXT. Rowe Price U.S. Equity Research Fund0.45%
JHLMXMultimanager Lifestyle Moderate Portfolio0.86%
FSCSXSelect Software and IT Services Portfolio0.62%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
OEICXJPMorgan Equity Index Fund0.45%
JGAQXJPMorgan Value Advantage Fund0.99%
JAGKX500 Index Trust0.50%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
CREFXCohen & Steers Real Estate Securities Fund0.75%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
ILGRXMacquarie Large Cap Growth Fund0.89%
DCZRXMacquarie Small Cap Core Fund0.68%
HGITXHARTFORD CORE EQUITY FUND0.45%
GTENXGateway Fund0.65%
LMESXClearBridge Appreciation Fund0.56%
TSPNXT. Rowe Price Spectrum Income Fund0.46%
OAZLXOakmark Select Fund0.73%
DVZRXMacquarie Small Cap Value Fund0.70%
JENIXThe Jensen Quality Growth Fund Inc1.26%
IGRFXMacquarie Mid Cap Growth Fund0.68%
MXVIXEmpower S&P 500 Index Fund0.49%
CGWRXColumbia Cornerstone Growth Fund0.97%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
JGAVXJPMorgan U.S. Value Fund0.94%
SSSVXState Street Equity 500 Index Fund0.47%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
UANQXVictory Nasdaq-100 Index Fund0.43%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
FUFRXFranklin Utilities Fund0.50%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
ACILXHeritage Fund0.65%
TILPXNuveen Large Cap Growth Fund0.56%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
CSJFXCohen & Steers Realty Shares0.80%
MXKLXEmpower Lifetime 2035 Fund0.86%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
SUWAXDWS Core Equity Fund0.83%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
JAIZXManaged Volatility Growth Portfolio0.77%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
AQEAXColumbia Disciplined Core Fund0.94%
ASDEXSelect Fund0.55%
CIPMXChamplain MidCap Fund1.09%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
AFDGXLarge Cap Equity Fund0.59%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
OWACXOld Westbury All Cap Core Fund0.96%
VVIPXVoya VACS Index Series S Portfolio
FGRAXFranklin Growth Opportunities Fund0.94%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
JAIYXManaged Volatility Balanced Portfolio0.75%
PTLCPacer Trendpilot US Large Cap ETF0.60%
USAAXVictory Growth Fund0.89%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
SPIAXInvesco S&P 500 Index Fund0.54%
VCSTXScience & Technology Fund0.91%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
FSRPXSelect Retailing Portfolio0.64%
PARAXT. Rowe Price Retirement 2010 Fund0.74%
FFEFXNuveen Dividend Value Fund0.61%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%

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