MXCJX Mutual Fund

MXCJX Mutual Fund

NAV$8.24
See how much of MXCJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.23%
Dividend Yield (Current)
7.16%
Holdings
7
Inception Date
May 1, 2015
Fund Family
Empower Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.39%
1 Year+15.22%
3 Year+11.02%
5 Year+5.84%
10 Year+7.89%

Asset Allocation

Bonds: 5.02%
Other: 94.98%
See how much of MXCJX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
MXCOXBond Index Fund-inst35.04%
MXKWXS&p 500 Index Fund-inst23.04%
MXPBXInternational Index Fund-inst13.96%
MXNZXS&p Mid Cap 400 Ind Fund-inst10.79%
MXERXS&p 600 Index Fund-inst7.72%
Top 10 Concentration: 100.03%Report Date: Mar 31, 2026
Download all 7 holdings for MXCJX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
7.16%
Frequency
Annually
Latest Distribution
$0.67
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MXCJX Mutual Fund Overview

MXCJX Mutual Fund (Empower SecureFoundation Balanced Fund Institutional Class) is managed by Empower Funds. MXCJX expense ratio is 0.23%, holding 7 positions across various sectors. Inception date: 2015-05-01.

MXCJX performance shows a YTD return of 7.39%. The 1-year return is 15.22% and the 5-year return is 5.84%. MXCJX dividend yield stands at 7.16%, paid annually.

MXCJX top holdings include Bond Index Fund-inst (35.0%), S&p 500 Index Fund-inst (23.0%), International Index Fund-inst (14.0%), S&p Mid Cap 400 Ind Fund-inst (10.8%), S&p 600 Index Fund-inst (7.7%). Go to all MXCJX holdings, MXCJX sectors, or MXCJX dividends.

MXCJX can be compared against other funds. Use MXCJX overlap to find shared positions, or MXCJX vs another fund for a side-by-side view. MXCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.