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Empower Securefoundation Balanced Fund - Service Class: (MF: MXSHX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:14 PM ET

$14.40 USD

+0.01 (0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.16 23
3 months 5.22 17
6 months 8.27 32
1 Year 15.69 31
3 Year 11.78 68
5 Year 6.03 79
10 Year 7.62 72

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.34
5 Year 5.62
10 Year 6.85
Since Inception 6.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.38 5.87 4.92 2.42
2024 3.97 0.29 6.00 -2.23
2023 4.58 2.82 -3.78 9.22
2022 -5.49 -10.57 -5.51 6.98
2021 3.69 4.14 -1.04 4.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1613.348.0713.02-14.5811.1713.6017.57-7.2212.435.95
% Total Return Rel to Index 0.49-4.87-16.94-13.223.62-17.50-4.80-13.91-2.83-9.36-5.98
% Total Return Rel to Peer 0.260.16-3.55-0.93-0.82-2.012.32-1.19-1.65-0.71-0.39
% Perf Quintile vs Peer* 2.003.000.003.003.004.003.004.005.004.004.00
% Dividends 0.000.360.260.240.180.290.240.240.240.230.21
% Yield 0.002.381.822.621.401.741.551.611.821.561.56
Capital Gains ($) 0.000.140.700.210.571.020.530.710.540.000.00
Expense Ratio 0.000.530.530.530.530.530.520.520.520.520.53

* 1 = Top 20%, 5 = Bottom 20%