About MXCJX
Empower SecureFoundation Balanced Fund Institutional Class is an open‑end mutual fund designed to deliver a blend of long‑term capital appreciation and income through a diversified, multi‑asset approach. The fund typically allocates roughly 45%–65% of assets to equities with the balance in fixed income and cash, seeking a measured risk profile appropriate for investors who want balanced exposure across markets. It primarily implements its strategy via investments in underlying index and actively managed funds advised by Empower Capital Management, enabling broad coverage of U.S. large‑cap, mid‑cap, and small‑cap equities, international developed and emerging markets, and core bond holdings. Notable sleeve exposures include U.S. large‑cap via an S&P 500 index component, core bonds through a bond index fund, and international allocations that extend diversification beyond domestic markets. The fund’s structure offers a centralized vehicle for asset allocation, rebalancing, and manager oversight within Empower’s platform, aiming to provide consistent participation in market growth while moderating volatility through fixed income and cash buffers. This positioning makes it a foundational option in diversified retirement and institutional portfolios.
Fund Family Empower Funds
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MXCJX
Share Class Institutional Class
Index Wilshire 5000 Total Market TR
MXCJX had a total return of 13.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.37%.
