MXLZX

Active

Empower Lifetime 2015 Fund

Category: US Equity (9,528 funds)

Expense Ratio

0.86%

Annual Cost per $10K

$86.00

30-Year Fee Drag per $10K

$16,368

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+8.58%

Asset Allocation

US Equity

86%

US Bond

14%

Fee Comparison

MXLZX

0.86%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

19% cheaper than category average

Historical Returns

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

+29.07%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

MXLZX at 0.86%$298,774

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$81,839

Cost vs index fund−$78,651

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
MXLZX	Empower Lifetime 2015 Fund	0.86%	+8.58%	+8.88%	+5.37%
ACIIX	Equity Income Fund	0.59%	+7.73%	+9.09%	+9.97%
FCTDX	Strategic Advisers Fidelity U.S. Total Stock Fund	0.28%	+14.87%	+19.68%	+14.70%
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
CICFX	Investment Co of America	0.69%	+20.83%	+24.85%	+18.03%
MXMPX	Empower Moderate Profile Fund	0.90%	+10.27%	+10.72%	+7.74%
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+21.66%	+26.69%	+16.47%
FBCCX	Fidelity Blue Chip Growth Fund	0.97%	+2.56%	—	—
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
MXLYX	Empower Lifetime 2015 Fund	0.76%	+8.79%	+9.01%	+5.50%
FDGRX	Fidelity Growth Company Fund	0.52%	+21.37%	+27.13%	+15.05%
TRBCX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.69%	+23.11%	+31.29%	+13.59%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.57%	+23.05%	—
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.91%	+10.24%	+12.93%
TRSAX	T. Rowe Price Growth Stock Fund, Inc.	0.91%	+20.06%	+25.87%	+11.73%
MFEKX	MFS Growth Fund	0.49%	+17.53%	+22.82%	+11.88%
EKBDX	Allspring Diversified Capital Builder Fund	1.01%	+12.78%	+21.90%	+12.65%
JEPI	JPMorgan Equity Premium Income ETF	0.35%	+5.28%	+10.32%	+10.93%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+6.81%	+7.60%	—
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+15.48%	+21.38%	+16.77%
PRBLX	Parnassus Core Equity Fund	0.82%	+11.48%	+5.68%	+3.41%
TRQZX	T. Rowe Price Mid-Cap Growth Fund, Inc.	0.61%	+4.84%	+11.94%	+7.88%
OAZMX	Oakmark Fund	0.63%	+15.26%	+20.02%	—
TRZAX	T. Rowe Price Value Fund, Inc.	0.56%	+9.38%	+13.86%	+14.72%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+10.03%	+12.85%	+14.86%
MXAGX	Empower Lifetime 2020 Fund	0.78%	+9.29%	+9.63%	+5.96%
FRDPX	Franklin Rising Dividends Fund	0.83%	+9.76%	+12.44%	+12.30%
MXELX	Empower Lifetime 2025 Fund	0.81%	+10.13%	+10.45%	+6.60%
CAPAX	Federated Hermes Capital Income Fund	0.89%	+9.37%	+9.33%	+6.24%
VWNDX	VANGUARD WINDSOR FUND	0.36%	+8.11%	+11.99%	+15.90%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+7.03%	+14.24%	+9.64%
FAGAX	Fidelity Advisor Growth Opportunities Fund	0.74%	-10.27%	-29.69%	-40.59%
FSLTX	Strategic Advisers Alternatives Fund	1.56%	+7.58%	+4.51%	—
CGIOX	Calamos Growth & Income Fund	0.73%	+22.36%	+19.50%	+14.61%
GETGX	Victory Sycamore Established Value Fund	0.89%	+1.00%	+7.91%	+12.32%
MXBPX	Empower Moderately Aggressive Profile Fund	0.99%	+11.75%	+12.39%	+9.27%
PAULX	T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.96%	+12.45%	+18.68%	+14.97%
FBCGX	Fidelity Blue Chip Growth K6 Fund	0.45%	+30.88%	+35.50%	+19.13%
VAFAX	Invesco American Franchise Fund	0.93%	+20.11%	+24.09%	+11.60%
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+26.82%	+30.56%	+16.81%
CCIFX	Columbia Seligman Technology and Information Fund	0.91%	—	—	—
PRWAX	T. Rowe Price All-Cap Opportunities Fund	0.79%	+18.45%	+22.46%	+15.67%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
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%
LSITX	ClearBridge Large Cap Growth Fund	0.64%	+12.36%	+22.95%	+11.28%
TRZVX	T. Rowe Price Small-Cap Value Fund, Inc.	0.64%	+7.01%	+8.70%	+11.40%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
PBCJX	Blue Chip Fund	0.92%	+16.69%	+21.06%	+11.28%
RMQAX	Monthly Rebalance NASDAQ-100 2x Strategy Fund	1.42%	+40.59%	+53.26%	+27.40%
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio	0.71%	+9.91%	+10.64%	+4.52%
PLCGX	LargeCap Growth Fund I	0.94%	+20.55%	+25.37%	+13.12%
EQTIX	Shelton Equity Income Fund	0.67%	+9.39%	+14.44%	+12.27%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+29.15%	+38.39%	+15.78%
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+16.58%	+19.85%	+14.77%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
BBVSX	Bridge Builder Small/Mid Cap Value Fund	0.38%	+8.12%	+11.62%	+14.54%
NLSIX	Neuberger Berman Long Short Fund$1M min	1.32%	+10.16%	+9.96%	+7.15%
TQAIX	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	0.65%	+6.95%	+13.44%	+9.03%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.52%	+10.57%	-3.87%
SHISX	BlackRock Health Sciences Opportunities Portfolio	1.15%	-8.85%	+5.97%	+4.29%
LMESX	ClearBridge Appreciation Fund	0.56%	+18.41%	+19.52%	+15.98%
JEPAX	JPMorgan Equity Premium Income Fund	0.45%	+4.61%	+9.72%	+10.32%
DTLGX	Large Company Growth Portfolio	1.30%	+29.54%	+30.57%	+16.98%
FFRLX	Federated Hermes Floating Rate Strategic Income Fund	0.73%	+5.85%	+7.48%	+4.68%
MXCPX	Empower Conservative Profile Fund	0.76%	+6.77%	+7.31%	+4.24%
CEYRX	Calvert Equity Fund	0.58%	+6.55%	+12.06%	+10.35%
VADAX	Invesco Equally-Weighted S&P 500 Fund	0.53%	+8.61%	+11.77%	+12.53%
RYCCX	NASDAQ-100 2x Strategy Fund	1.74%	+35.15%	+49.43%	+24.38%
SVFIX	Smead Value Fund	0.90%	—	—	—
LGLOX	Lord Abbett Growth Leaders Fund	0.59%	+37.54%	+30.75%	+13.93%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+8.18%	+12.03%	+14.85%
SSFRX	State Street Equity 500 Index Fund	0.62%	+17.97%	+20.97%	+16.33%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+6.61%	+11.59%	+10.64%
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
AMFEX	AAMA EQUITY FUND	1.18%	+14.72%	+15.92%	+13.05%
ITHTX	THE HARTFORD CAPITAL APPRECIATION FUND	0.80%	+13.38%	+17.10%	+12.17%
MPGFX	Mairs & Power Growth Fund	0.62%	+12.14%	+18.49%	—
ACILX	Heritage Fund	0.65%	+18.97%	+19.51%	—
AASRX	American Beacon Small Cap Value Fund	0.77%	+1.22%	+7.53%	+13.85%
NICSX	Nicholas Fund, Inc.	0.70%	+5.92%	+21.26%	+13.64%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
MXVIX	Empower S&P 500 Index Fund	0.49%	+18.13%	+19.89%	+15.81%
JHDAX	JPMorgan Hedged Equity 2 Fund	0.85%	+7.62%	+12.75%	—
HGOFX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.73%	+27.56%	+32.31%	+13.35%
PMEGX	T. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min	0.61%	+4.30%	+11.42%	+7.20%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
PPA	Invesco Aerospace & Defense ETF	0.58%	+39.71%	+28.44%	+24.82%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	-2.40%	+5.19%	+6.56%
VDAFX	Dynamic Allocation Fund	0.83%	+7.73%	+10.35%	+5.96%
NASDX	Nasdaq-100 Index Fund	0.51%	+19.89%	+24.53%	+14.57%
MERDX	Meridian Growth Fund	0.85%	-3.90%	+4.04%	+2.36%
AQEAX	Columbia Disciplined Core Fund	0.94%	+15.95%	+20.16%	+16.86%
PZHEX	T. Rowe Price Hedged Equity Fund	0.46%	+12.94%	—	—

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