MXZHX

ActiveMin. $1M

Empower Lifetime 2055 Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.56%
Annual Cost per $10K
$56.00
30-Year Fee Drag per $10K
$11,088
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+15.74%

Asset Allocation

US Equity
99%

Fee Comparison

MXZHX
0.56%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

47% cheaper than category average

Historical Returns

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

+55.65%3Y
Compare to

Fee Impact Calculator

$
%
MXZHX at 0.56%$325,174
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$55,439
Cost vs index fund−$52,250

Similar Funds (100)

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

TickerNameER
MXZHXEmpower Lifetime 2055 Fund0.56%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND0.03%
VOOVANGUARD 500 INDEX FUND0.03%
SPYSPDR S&P 500 ETF Trust0.09%
QQQInvesco QQQ Trust0.20%
VINIXVANGUARD INSTITUTIONAL INDEX FUND$1M min0.03%
VUGVANGUARD GROWTH INDEX FUND0.04%
VTVVANGUARD VALUE INDEX FUND0.04%
VOVANGUARD MID-CAP INDEX FUND0.04%
VBVANGUARD SMALL-CAP INDEX FUND0.05%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
RSPInvesco S&P 500 Equal Weight ETF0.20%
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND0.09%
IWFiShares Russell 1000 Growth ETF0.18%
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND0.05%
VXFVANGUARD EXTENDED MARKET INDEX FUND0.05%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
QCGRFXCollege Retirement Equities Fund - Growth Account
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
IVWiShares S&P 500 Growth ETF0.18%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND0.06%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
VBRVANGUARD SMALL-CAP VALUE INDEX FUND0.07%
LGRNXLoomis Sayles Growth Fund0.57%
AULDXUltra Fund0.54%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
VVVANGUARD LARGE-CAP INDEX FUND0.04%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
DIASPDR Dow Jones Industrial Average0.16%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
IYWiShares U.S. Technology ETF0.38%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
DVYiShares Select Dividend ETF0.38%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
DFLVXU.S. LARGE CAP VALUE PORTFOLIO$1M min0.23%
IVEiShares S&P 500 Value ETF0.18%
VEXRXVANGUARD EXPLORER FUND0.33%
TEQWXNuveen Equity Index Fund0.05%
WFSPXiShares S&P 500 Index Fund0.22%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
VONGVANGUARD RUSSELL 1000 GROWTH INDEX FUND0.06%
MDYSPDR S&P MidCap 400 ETF Trust0.24%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
DFEVXEMERGING MARKETS VALUE PORTFOLIO$1M min0.44%
PREIXT. Rowe Price Equity Index 500 Fund0.18%
VOEVANGUARD MID-CAP VALUE INDEX FUND0.07%
VITNXVANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND$1M min0.03%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
VFTAXVANGUARD FTSE SOCIAL INDEX FUND0.13%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
MGKVANGUARD MEGA CAP GROWTH INDEX FUND0.07%
DGRWWisdomTree U.S. Quality Dividend Growth Fund0.28%
VOTVANGUARD MID-CAP GROWTH INDEX FUND0.07%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
FSPGXFidelity Large Cap Growth Index Fund0.03%
VTCLXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND0.09%
AGRDXGrowth Fund0.54%
PAVEGlobal X U.S. Infrastructure Development ETF0.47%
CUSUXSix Circles U.S. Unconstrained Equity Fund0.05%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
OEFiShares S&P 100 ETF0.20%
EGFIXEdgewood Growth Fund$1M min1.00%
XLUThe Utilities Select Sector SPDR Fund0.08%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
IWYiShares Russell Top 200 Growth ETF0.20%
JAIJXLifestyle Growth Portfolio0.61%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
XLPThe Consumer Staples Select Sector SPDR Fund0.08%
VOOGVANGUARD S&P 500 GROWTH INDEX FUND0.07%
TGIWXNuveen Core Equity Fund0.40%
IUSGiShares Core S&P U.S. Growth ETF0.04%
TRLIXNuveen Large Cap Value Fund0.41%
AMLPAlerian MLP ETF0.85%
QINSQVIP Index 500 Portfolio0.19%
MOATVanEck Morningstar Wide Moat ETF0.47%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
HAITXHARTFORD CORE EQUITY FUND0.36%
IWViShares Russell 3000 ETF0.20%
OEICXJPMorgan Equity Index Fund0.45%
TILIXNuveen Large Cap Growth Index Fund0.05%
CSJFXCohen & Steers Realty Shares0.80%
JAIZXManaged Volatility Growth Portfolio0.77%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
GSLCGoldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF0.09%
CIVIXCAUSEWAY INTERNATIONAL VALUE FUND$1M min0.85%
VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND0.06%
VSEQXVANGUARD STRATEGIC EQUITY FUND0.17%
DDZRXMacquarie Value Fund0.61%
ASDEXSelect Fund0.55%
MTUMiShares MSCI USA Momentum Factor ETF0.15%
CREFXCohen & Steers Real Estate Securities Fund0.75%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free