{
  "runId": "363649da-fcfb-4007-87ef-de06de7710ca",
  "capturedAt": "2026-07-29T14:22:09.616Z",
  "methodologyVersion": "closet-index@2.0.0",
  "cohortVersion": "cohort-v2@2026-07-24",
  "cohortRank": 676,
  "seriesId": "S000023743",
  "cik": 356476,
  "seriesName": "Empower S&P 500 Index Fund",
  "classes": [
    {
      "classId": "C000155769",
      "ticker": "MXKWX",
      "netExpenseRatio": 0.0012,
      "expensePeriod": "2025-12-31",
      "sourceAccession": "0001193125-26-196063",
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/356476/000119312526196063/0001193125-26-196063-index.html",
      "missingReason": null
    },
    {
      "classId": "C000069820",
      "ticker": "MXVIX",
      "netExpenseRatio": 0.0049,
      "expensePeriod": "2025-12-31",
      "sourceAccession": "0001193125-26-196063",
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/356476/000119312526196063/0001193125-26-196063-index.html",
      "missingReason": null
    }
  ],
  "fundFiling": {
    "cik": 356476,
    "seriesId": "S000023743",
    "accession": "0001193125-26-232063",
    "filingDate": "2026-05-20",
    "periodOfReport": "2026-03-31",
    "primaryDocumentUrl": "https://www.sec.gov/Archives/edgar/data/356476/000119312526232063/primary_doc.xml"
  },
  "proxyPeriods": {
    "IVV": {
      "periodOfReport": "2026-03-31",
      "accession": "0002071691-26-012459",
      "filingDate": "2026-05-28"
    },
    "IWB": {
      "periodOfReport": "2026-03-31",
      "accession": "0001004726-26-003726",
      "filingDate": "2026-05-22"
    },
    "IWF": {
      "periodOfReport": "2026-03-31",
      "accession": "0001004726-26-003755",
      "filingDate": "2026-05-22"
    },
    "IWD": {
      "periodOfReport": "2026-03-31",
      "accession": "0001004726-26-003757",
      "filingDate": "2026-05-22"
    },
    "IJH": {
      "periodOfReport": "2026-03-31",
      "accession": "0000940400-26-020794",
      "filingDate": "2026-05-26"
    },
    "IJR": {
      "periodOfReport": "2026-03-31",
      "accession": "0000940400-26-020784",
      "filingDate": "2026-05-26"
    },
    "IWM": {
      "periodOfReport": "2026-03-31",
      "accession": "0002071691-26-012507",
      "filingDate": "2026-05-28"
    },
    "VTI": {
      "periodOfReport": "2026-03-31",
      "accession": "0000036405-26-000323",
      "filingDate": "2026-05-28"
    }
  },
  "comparisons": [
    {
      "proxy": "IVV",
      "activeShare": 0.0008983618595485807,
      "identifierMatchRate": 1.0000000000000013,
      "matchRateByIdentifier": {
        "cusip6": 0.9718425859862897,
        "isin": 0.02815741401371164,
        "unmatched": 0
      },
      "topActiveBets": [
        {
          "name": "Federal Realty Investment Trust",
          "fundWeight": 0.00020044011711113782,
          "proxyWeight": 0.00014921623459357314,
          "activeWeight": 0.000051223882517564676,
          "blbTicker": "FRT"
        },
        {
          "name": "ON Semiconductor Corp.",
          "fundWeight": 0.0004751688712582375,
          "proxyWeight": 0.0004364922114911535,
          "activeWeight": 0.00003867665976708398,
          "blbTicker": "ON"
        },
        {
          "name": "Church & Dwight Co., Inc.",
          "fundWeight": 0.00043184380158378796,
          "proxyWeight": 0.0003951469257158158,
          "activeWeight": 0.00003669687586797213,
          "blbTicker": null
        },
        {
          "name": "Dover Corp.",
          "fundWeight": 0.0005356773300354043,
          "proxyWeight": 0.0005030611095798115,
          "activeWeight": 0.00003261622045559276,
          "blbTicker": "DOV"
        },
        {
          "name": "Ralph Lauren Corp.",
          "fundWeight": 0.0002702513043844951,
          "proxyWeight": 0.00023815440694913387,
          "activeWeight": 0.000032096897435361226,
          "blbTicker": "RL"
        },
        {
          "name": "Jabil, Inc.",
          "fundWeight": 0.0005339994727709921,
          "proxyWeight": 0.000501987150639021,
          "activeWeight": 0.000032012322131971154,
          "blbTicker": "JBL"
        },
        {
          "name": "Zoetis, Inc.",
          "fundWeight": 0.0009213992475233646,
          "proxyWeight": 0.0008926546129927128,
          "activeWeight": 0.0000287446345306518,
          "blbTicker": "ZTS"
        },
        {
          "name": "Diamondback Energy, Inc.",
          "fundWeight": 0.0006585033095689775,
          "proxyWeight": 0.0006867692959875665,
          "activeWeight": -0.000028265986418589037,
          "blbTicker": "FANG"
        },
        {
          "name": "Ball Corp.",
          "fundWeight": 0.00031080619863332914,
          "proxyWeight": 0.000283355912873951,
          "activeWeight": 0.000027450285759378118,
          "blbTicker": "BALL"
        },
        {
          "name": "STERIS plc",
          "fundWeight": 0.00041400033960967863,
          "proxyWeight": 0.0003879036938121811,
          "activeWeight": 0.00002609664579749754,
          "blbTicker": "STE"
        }
      ]
    },
    {
      "proxy": "IWB",
      "activeShare": 0.07509805120962172,
      "identifierMatchRate": 0.9960383270836893,
      "matchRateByIdentifier": {
        "cusip6": 0.9960383270836893,
        "isin": 0,
        "unmatched": 0.003961672916310666
      },
      "topActiveBets": [
        {
          "name": "NVIDIA CORPORATION",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0.0682556096101088,
          "activeWeight": 0.007558454865835965,
          "blbTicker": "NVDA"
        },
        {
          "name": "APPLE INC.",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0.061141711446034384,
          "activeWeight": 0.005514718640519493,
          "blbTicker": "AAPL"
        },
        {
          "name": "ALPHABET INC.",
          "fundWeight": 0.05394911353736222,
          "proxyWeight": 0.05065642492692142,
          "activeWeight": 0.003292688610440797,
          "blbTicker": "GOOGL"
        },
        {
          "name": "MICROSOFT CORPORATION",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0.04590848939043174,
          "activeWeight": 0.003266755634148369,
          "blbTicker": "MSFT"
        },
        {
          "name": "AMAZON.COM, INC.",
          "fundWeight": 0.03639788863934735,
          "proxyWeight": 0.03340870139504772,
          "activeWeight": 0.0029891872442996265,
          "blbTicker": "AMZN"
        },
        {
          "name": "BROADCOM INC.",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0.02390302187384336,
          "activeWeight": 0.002349791207014198,
          "blbTicker": "AVGO"
        },
        {
          "name": "Seagate Technology Holdings PLC",
          "fundWeight": 0.0015271512725476997,
          "proxyWeight": 0,
          "activeWeight": 0.0015271512725476997,
          "blbTicker": "STX"
        },
        {
          "name": "META PLATFORMS, INC.",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0.0208891555358376,
          "activeWeight": 0.0014971299884044866,
          "blbTicker": "META"
        },
        {
          "name": "MARVELL TECHNOLOGY, INC.",
          "fundWeight": 0,
          "proxyWeight": 0.0014021616372163653,
          "activeWeight": -0.0014021616372163653,
          "blbTicker": "MRVL"
        },
        {
          "name": "SPOTIFY TECHNOLOGY S.A.",
          "fundWeight": 0,
          "proxyWeight": 0.0012442373978474417,
          "activeWeight": -0.0012442373978474417,
          "blbTicker": "SPOT"
        }
      ]
    },
    {
      "proxy": "VTI",
      "activeShare": 0.11557488722362784,
      "identifierMatchRate": 0.9987858332417031,
      "matchRateByIdentifier": {
        "cusip6": 0.9987858332417031,
        "isin": 0,
        "unmatched": 0.0012141667582968863
      },
      "topActiveBets": [
        {
          "name": "NVIDIA Corp",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0.06442311309214421,
          "activeWeight": 0.011390951383800557,
          "blbTicker": "NVDA"
        },
        {
          "name": "Apple Inc",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0.0596212042704501,
          "activeWeight": 0.007035225816103781,
          "blbTicker": "AAPL"
        },
        {
          "name": "Alphabet Inc",
          "fundWeight": 0.05394911353736222,
          "proxyWeight": 0.0480065065993559,
          "activeWeight": 0.0059426069380063146,
          "blbTicker": "GOOGL"
        },
        {
          "name": "Microsoft Corp",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0.043984352598584776,
          "activeWeight": 0.005190892425995332,
          "blbTicker": "MSFT"
        },
        {
          "name": "Amazon.com Inc",
          "fundWeight": 0.03639788863934735,
          "proxyWeight": 0.03219839879780581,
          "activeWeight": 0.0041994898415415385,
          "blbTicker": "AMZN"
        },
        {
          "name": "Broadcom Inc",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0.023482055276800976,
          "activeWeight": 0.0027707578040565804,
          "blbTicker": "AVGO"
        },
        {
          "name": "Meta Platforms Inc",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0.020023709704447556,
          "activeWeight": 0.0023625758197945296,
          "blbTicker": "META"
        },
        {
          "name": "JPMorgan Chase & Co",
          "fundWeight": 0.01419089913181951,
          "proxyWeight": 0.011970632673638926,
          "activeWeight": 0.002220266458180584,
          "blbTicker": "JPM"
        },
        {
          "name": "Tesla Inc",
          "fundWeight": 0.01869999755757455,
          "proxyWeight": 0.016742701430295753,
          "activeWeight": 0.001957296127278796,
          "blbTicker": "TSLA"
        },
        {
          "name": "Berkshire Hathaway Inc",
          "fundWeight": 0.01571996186381044,
          "proxyWeight": 0.014133329230630496,
          "activeWeight": 0.0015866326331799453,
          "blbTicker": null
        }
      ]
    },
    {
      "proxy": "IWF",
      "activeShare": 0.4230937942615398,
      "identifierMatchRate": 0.6551992533754775,
      "matchRateByIdentifier": {
        "cusip6": 0.6551992533754775,
        "isin": 0,
        "unmatched": 0.34480074662452254
      },
      "topActiveBets": [
        {
          "name": "NVIDIA CORPORATION",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0.12945460879335305,
          "activeWeight": -0.05364054431740828,
          "blbTicker": "NVDA"
        },
        {
          "name": "APPLE INC.",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0.11656856171702823,
          "activeWeight": -0.04991213163047435,
          "blbTicker": "AAPL"
        },
        {
          "name": "MICROSOFT CORPORATION",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0.08836575239353556,
          "activeWeight": -0.03919050736895545,
          "blbTicker": "MSFT"
        },
        {
          "name": "BROADCOM INC.",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0.0479715320446599,
          "activeWeight": -0.02171871896380234,
          "blbTicker": "AVGO"
        },
        {
          "name": "TESLA, INC.",
          "fundWeight": 0.01869999755757455,
          "proxyWeight": 0.03554779995344603,
          "activeWeight": -0.01684780239587148,
          "blbTicker": "TSLA"
        },
        {
          "name": "Berkshire Hathaway Inc.",
          "fundWeight": 0.01571996186381044,
          "proxyWeight": 0,
          "activeWeight": 0.01571996186381044,
          "blbTicker": null
        },
        {
          "name": "JPMorgan Chase & Co.",
          "fundWeight": 0.01419089913181951,
          "proxyWeight": 0,
          "activeWeight": 0.01419089913181951,
          "blbTicker": "JPM"
        },
        {
          "name": "ELI LILLY AND COMPANY",
          "fundWeight": 0.013033378925273177,
          "proxyWeight": 0.026625797887620695,
          "activeWeight": -0.013592418962347518,
          "blbTicker": null
        },
        {
          "name": "Exxon Mobil Corp.",
          "fundWeight": 0.012681658913361664,
          "proxyWeight": 0,
          "activeWeight": 0.012681658913361664,
          "blbTicker": "XOM"
        },
        {
          "name": "META PLATFORMS, INC.",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0.03462435618217455,
          "activeWeight": -0.012238070657932462,
          "blbTicker": "META"
        }
      ]
    },
    {
      "proxy": "IWD",
      "activeShare": 0.45458601895504286,
      "identifierMatchRate": 0.6205295995848106,
      "matchRateByIdentifier": {
        "cusip6": 0.6205295995848106,
        "isin": 0,
        "unmatched": 0.3794704004151894
      },
      "topActiveBets": [
        {
          "name": "NVIDIA Corp.",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0,
          "activeWeight": 0.07581406447594477,
          "blbTicker": "NVDA"
        },
        {
          "name": "Apple Inc.",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0,
          "activeWeight": 0.06665643008655388,
          "blbTicker": "AAPL"
        },
        {
          "name": "Microsoft Corp.",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0,
          "activeWeight": 0.04917524502458011,
          "blbTicker": "MSFT"
        },
        {
          "name": "Broadcom Inc",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0,
          "activeWeight": 0.026252813080857557,
          "blbTicker": "AVGO"
        },
        {
          "name": "Tesla Inc",
          "fundWeight": 0.01869999755757455,
          "proxyWeight": 0,
          "activeWeight": 0.01869999755757455,
          "blbTicker": "TSLA"
        },
        {
          "name": "ALPHABET INC.",
          "fundWeight": 0.05394911353736222,
          "proxyWeight": 0.0354650771022033,
          "activeWeight": 0.018484036435158918,
          "blbTicker": "GOOGL"
        },
        {
          "name": "AMAZON.COM, INC.",
          "fundWeight": 0.03639788863934735,
          "proxyWeight": 0.01811686041169112,
          "activeWeight": 0.01828102822765623,
          "blbTicker": "AMZN"
        },
        {
          "name": "META PLATFORMS, INC.",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0.007348498101745476,
          "activeWeight": 0.015037787422496611,
          "blbTicker": "META"
        },
        {
          "name": "BERKSHIRE HATHAWAY INC.",
          "fundWeight": 0.01571996186381044,
          "proxyWeight": 0.0291526208979656,
          "activeWeight": -0.013432659034155157,
          "blbTicker": null
        },
        {
          "name": "Eli Lilly & Co.",
          "fundWeight": 0.013033378925273177,
          "proxyWeight": 0,
          "activeWeight": 0.013033378925273177,
          "blbTicker": "LLY"
        }
      ]
    },
    {
      "proxy": "IWM",
      "activeShare": 0.9997229657717859,
      "identifierMatchRate": 0.0002770342282147587,
      "matchRateByIdentifier": {
        "cusip6": 0.0002770342282147587,
        "isin": 0,
        "unmatched": 0.9997229657717852
      },
      "topActiveBets": [
        {
          "name": "NVIDIA Corp.",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0,
          "activeWeight": 0.07581406447594477,
          "blbTicker": "NVDA"
        },
        {
          "name": "Apple Inc.",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0,
          "activeWeight": 0.06665643008655388,
          "blbTicker": "AAPL"
        },
        {
          "name": "Alphabet Inc.",
          "fundWeight": 0.05394911353736222,
          "proxyWeight": 0,
          "activeWeight": 0.05394911353736222,
          "blbTicker": "GOOGL"
        },
        {
          "name": "Microsoft Corp.",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0,
          "activeWeight": 0.04917524502458011,
          "blbTicker": "MSFT"
        },
        {
          "name": "Amazon.com, Inc.",
          "fundWeight": 0.03639788863934735,
          "proxyWeight": 0,
          "activeWeight": 0.03639788863934735,
          "blbTicker": "AMZN"
        },
        {
          "name": "Broadcom Inc",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0,
          "activeWeight": 0.026252813080857557,
          "blbTicker": "AVGO"
        },
        {
          "name": "Meta Platforms Inc",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0,
          "activeWeight": 0.022386285524242086,
          "blbTicker": "META"
        },
        {
          "name": "Tesla Inc",
          "fundWeight": 0.01869999755757455,
          "proxyWeight": 0,
          "activeWeight": 0.01869999755757455,
          "blbTicker": "TSLA"
        },
        {
          "name": "Berkshire Hathaway Inc.",
          "fundWeight": 0.01571996186381044,
          "proxyWeight": 0,
          "activeWeight": 0.01571996186381044,
          "blbTicker": null
        },
        {
          "name": "JPMorgan Chase & Co.",
          "fundWeight": 0.01419089913181951,
          "proxyWeight": 0,
          "activeWeight": 0.01419089913181951,
          "blbTicker": "JPM"
        }
      ]
    },
    {
      "proxy": "IJR",
      "activeShare": 1.0000000000000002,
      "identifierMatchRate": 0,
      "matchRateByIdentifier": {
        "cusip6": 0,
        "isin": 0,
        "unmatched": 1
      },
      "topActiveBets": [
        {
          "name": "NVIDIA Corp.",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0,
          "activeWeight": 0.07581406447594477,
          "blbTicker": "NVDA"
        },
        {
          "name": "Apple Inc.",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0,
          "activeWeight": 0.06665643008655388,
          "blbTicker": "AAPL"
        },
        {
          "name": "Alphabet Inc.",
          "fundWeight": 0.05394911353736222,
          "proxyWeight": 0,
          "activeWeight": 0.05394911353736222,
          "blbTicker": "GOOGL"
        },
        {
          "name": "Microsoft Corp.",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0,
          "activeWeight": 0.04917524502458011,
          "blbTicker": "MSFT"
        },
        {
          "name": "Amazon.com, Inc.",
          "fundWeight": 0.03639788863934735,
          "proxyWeight": 0,
          "activeWeight": 0.03639788863934735,
          "blbTicker": "AMZN"
        },
        {
          "name": "Broadcom Inc",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0,
          "activeWeight": 0.026252813080857557,
          "blbTicker": "AVGO"
        },
        {
          "name": "Meta Platforms Inc",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0,
          "activeWeight": 0.022386285524242086,
          "blbTicker": "META"
        },
        {
          "name": "Tesla Inc",
          "fundWeight": 0.01869999755757455,
          "proxyWeight": 0,
          "activeWeight": 0.01869999755757455,
          "blbTicker": "TSLA"
        },
        {
          "name": "Berkshire Hathaway Inc.",
          "fundWeight": 0.01571996186381044,
          "proxyWeight": 0,
          "activeWeight": 0.01571996186381044,
          "blbTicker": null
        },
        {
          "name": "JPMorgan Chase & Co.",
          "fundWeight": 0.01419089913181951,
          "proxyWeight": 0,
          "activeWeight": 0.01419089913181951,
          "blbTicker": "JPM"
        }
      ]
    },
    {
      "proxy": "IJH",
      "activeShare": 1.0000000000000007,
      "identifierMatchRate": 0,
      "matchRateByIdentifier": {
        "cusip6": 0,
        "isin": 0,
        "unmatched": 1
      },
      "topActiveBets": [
        {
          "name": "NVIDIA Corp.",
          "fundWeight": 0.07581406447594477,
          "proxyWeight": 0,
          "activeWeight": 0.07581406447594477,
          "blbTicker": "NVDA"
        },
        {
          "name": "Apple Inc.",
          "fundWeight": 0.06665643008655388,
          "proxyWeight": 0,
          "activeWeight": 0.06665643008655388,
          "blbTicker": "AAPL"
        },
        {
          "name": "Alphabet Inc.",
          "fundWeight": 0.05394911353736222,
          "proxyWeight": 0,
          "activeWeight": 0.05394911353736222,
          "blbTicker": "GOOGL"
        },
        {
          "name": "Microsoft Corp.",
          "fundWeight": 0.04917524502458011,
          "proxyWeight": 0,
          "activeWeight": 0.04917524502458011,
          "blbTicker": "MSFT"
        },
        {
          "name": "Amazon.com, Inc.",
          "fundWeight": 0.03639788863934735,
          "proxyWeight": 0,
          "activeWeight": 0.03639788863934735,
          "blbTicker": "AMZN"
        },
        {
          "name": "Broadcom Inc",
          "fundWeight": 0.026252813080857557,
          "proxyWeight": 0,
          "activeWeight": 0.026252813080857557,
          "blbTicker": "AVGO"
        },
        {
          "name": "Meta Platforms Inc",
          "fundWeight": 0.022386285524242086,
          "proxyWeight": 0,
          "activeWeight": 0.022386285524242086,
          "blbTicker": "META"
        },
        {
          "name": "Tesla Inc",
          "fundWeight": 0.01869999755757455,
          "proxyWeight": 0,
          "activeWeight": 0.01869999755757455,
          "blbTicker": "TSLA"
        },
        {
          "name": "Berkshire Hathaway Inc.",
          "fundWeight": 0.01571996186381044,
          "proxyWeight": 0,
          "activeWeight": 0.01571996186381044,
          "blbTicker": null
        },
        {
          "name": "JPMorgan Chase & Co.",
          "fundWeight": 0.01419089913181951,
          "proxyWeight": 0,
          "activeWeight": 0.01419089913181951,
          "blbTicker": "JPM"
        }
      ]
    }
  ],
  "bestFitProxy": "IVV",
  "bestFitActiveShare": 0.0008983618595485807,
  "declaredBenchmarkName": "S&P 500® Index",
  "declaredBenchmarkPeriod": "2025-12-31",
  "declaredBenchmarkAccession": "0001193125-26-196063",
  "declaredBenchmarkSourceUrl": "https://www.sec.gov/Archives/edgar/data/356476/000119312526196063/0001193125-26-196063-index.html",
  "declaredProxy": "IVV",
  "declaredActiveShare": 0.0008983618595485807,
  "benchmarkMismatch": "match",
  "identifierMatchRate": 1.0000000000000013,
  "reviewRequired": false,
  "reviewReason": null,
  "feeDragBaselineExpenseRatio": 0.0001,
  "feeDragByClass": [
    {
      "classId": "C000155769",
      "projections": [
        {
          "horizonYears": 10,
          "fundEndingValue": 161037.41361048655,
          "baselineEndingValue": 162734.39632475894,
          "feeDragVsBaseline": 1696.9827142723952
        },
        {
          "horizonYears": 20,
          "fundEndingValue": 259330.4858235492,
          "baselineEndingValue": 264824.8374718372,
          "feeDragVsBaseline": 5494.351648287964
        },
        {
          "horizonYears": 30,
          "fundEndingValue": 417619.10707375314,
          "baselineEndingValue": 430961.10057781835,
          "feeDragVsBaseline": 13341.993504065205
        }
      ]
    },
    {
      "classId": "C000069820",
      "projections": [
        {
          "horizonYears": 10,
          "fundEndingValue": 155445.615698192,
          "baselineEndingValue": 162734.39632475894,
          "feeDragVsBaseline": 7288.780626566935
        },
        {
          "horizonYears": 20,
          "fundEndingValue": 241633.39439789997,
          "baselineEndingValue": 264824.8374718372,
          "feeDragVsBaseline": 23191.443073937204
        },
        {
          "horizonYears": 30,
          "fundEndingValue": 375608.51765425614,
          "baselineEndingValue": 430961.10057781835,
          "feeDragVsBaseline": 55352.58292356221
        }
      ]
    }
  ],
  "licensedReturnMetrics": {
    "provenance": "Computed on licensed market-return history",
    "computedAt": "2026-07-29T14:22:09.616Z",
    "proxy": "IVV",
    "proxyReturnBasis": "total",
    "feeDragByClass": [
      {
        "classId": "C000155769",
        "windows": [
          {
            "horizonYears": 10,
            "windowStart": "2016-07-29",
            "windowEnd": "2026-07-29",
            "proxyHistoryStart": "2000-05-19",
            "annualizedProxyReturn": 0.148774400560296,
            "fundEndingValue": 396039.91191089223,
            "baselineEndingValue": 399852.09772775375,
            "feeDragVsBaseline": 3812.1858168615145,
            "missingReason": null
          },
          {
            "horizonYears": 20,
            "windowStart": "2006-07-31",
            "windowEnd": "2026-07-29",
            "proxyHistoryStart": "2000-05-19",
            "annualizedProxyReturn": 0.11192584102435976,
            "fundEndingValue": 816406.6097402351,
            "baselineEndingValue": 832725.9362568682,
            "feeDragVsBaseline": 16319.326516633038,
            "missingReason": null
          },
          {
            "horizonYears": 30,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "proxyHistoryStart": "2000-05-19",
            "annualizedProxyReturn": null,
            "fundEndingValue": null,
            "baselineEndingValue": null,
            "feeDragVsBaseline": null,
            "missingReason": "proxy history begins 2000 — no full 30-year window"
          }
        ],
        "missingReason": null
      },
      {
        "classId": "C000069820",
        "windows": [
          {
            "horizonYears": 10,
            "windowStart": "2016-07-29",
            "windowEnd": "2026-07-29",
            "proxyHistoryStart": "2000-05-19",
            "annualizedProxyReturn": 0.148774400560296,
            "fundEndingValue": 383455.9473872862,
            "baselineEndingValue": 399852.09772775375,
            "feeDragVsBaseline": 16396.150340467517,
            "missingReason": null
          },
          {
            "horizonYears": 20,
            "windowStart": "2006-07-31",
            "windowEnd": "2026-07-29",
            "proxyHistoryStart": "2000-05-19",
            "annualizedProxyReturn": 0.11192584102435976,
            "fundEndingValue": 763715.3291535535,
            "baselineEndingValue": 832725.9362568682,
            "feeDragVsBaseline": 69010.60710331472,
            "missingReason": null
          },
          {
            "horizonYears": 30,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "proxyHistoryStart": "2000-05-19",
            "annualizedProxyReturn": null,
            "fundEndingValue": null,
            "baselineEndingValue": null,
            "feeDragVsBaseline": null,
            "missingReason": "proxy history begins 2000 — no full 30-year window"
          }
        ],
        "missingReason": null
      }
    ],
    "trackingDifferenceByClass": [
      {
        "classId": "C000155769",
        "ticker": "MXKWX",
        "windows": [
          {
            "horizonYears": 10,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "fundHistoryStart": null,
            "proxyHistoryStart": "2000-05-19",
            "annualizedPercentage": null,
            "missingReason": "no exact shared fund NAV/proxy anchors for a full 10-year window"
          },
          {
            "horizonYears": 20,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "fundHistoryStart": null,
            "proxyHistoryStart": "2000-05-19",
            "annualizedPercentage": null,
            "missingReason": "no exact shared fund NAV/proxy anchors for a full 20-year window"
          },
          {
            "horizonYears": 30,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "fundHistoryStart": null,
            "proxyHistoryStart": "2000-05-19",
            "annualizedPercentage": null,
            "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window"
          }
        ],
        "missingReason": null
      },
      {
        "classId": "C000069820",
        "ticker": "MXVIX",
        "windows": [
          {
            "horizonYears": 10,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "fundHistoryStart": null,
            "proxyHistoryStart": "2000-05-19",
            "annualizedPercentage": null,
            "missingReason": "no exact shared fund NAV/proxy anchors for a full 10-year window"
          },
          {
            "horizonYears": 20,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "fundHistoryStart": null,
            "proxyHistoryStart": "2000-05-19",
            "annualizedPercentage": null,
            "missingReason": "no exact shared fund NAV/proxy anchors for a full 20-year window"
          },
          {
            "horizonYears": 30,
            "windowStart": null,
            "windowEnd": "2026-07-29",
            "fundHistoryStart": null,
            "proxyHistoryStart": "2000-05-19",
            "annualizedPercentage": null,
            "missingReason": "no exact shared fund NAV/proxy anchors for a full 30-year window"
          }
        ],
        "missingReason": null
      }
    ]
  },
  "filterStats": {
    "total": 507,
    "keptLongCommonEquity": 503,
    "droppedAssetCategory": {
      "DE": 1,
      "DBT": 1,
      "STIV": 1
    },
    "droppedPayoffProfile": 0,
    "droppedNonPositivePct": 1
  },
  "publishable": true,
  "feePerActiveUnitDisplay": "Replaced by the computed index-premium verdict."
}