See what your fund actually adds
Empower SecureFoundation® Balanced Fund Investor Class MXSBX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MXSBX | Replication |
|---|---|---|
| Annualized growth | 5.3% | 5.1% |
| Annualized volatility | 10.3% | 10.4% |
| Sharpe ratio | 0.55 | 0.53 |
| Maximum drawdown | 21.0% | 19.5% |
| Replication fit (R²) | 0.95 · Tracking error 2.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model MXSBX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| AGG | FI · Aggregate | 42.6% |
| VOO | US Large Cap | 19.4% |
| IJR | US Small Cap | 18.1% |
| IJH | US Mid Cap | 15.7% |
| SPHY | FI · High Yield | 4.2% |