See what your fund actually adds
Empower Large Cap Value Fund Investor Class MXEQX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MXEQX | Replication |
|---|---|---|
| Annualized growth | 11.9% | 11.5% |
| Annualized volatility | 14.1% | 14.4% |
| Sharpe ratio | 0.87 | 0.83 |
| Maximum drawdown | 16.6% | 18.8% |
| Replication fit (R²) | 0.98 · Tracking error 2.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model MXEQX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VTV | Style · Value | 61.6% |
| XLF | Sector · Financials | 15.1% |
| VBR | Small-Cap · Value | 8.8% |
| EFV | Intl · Value | 7.5% |
| VOO | US Large Cap | 7.1% |