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Mutual of America

Mutual of America Parent Rating

Above Average

Mutual of America has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating.

A contributing factor to the firm's favorable rating is its impressive track record of endurance. The Mutual of America 10-year success ratio is 73%, meaning that over the period, 73% of its products have survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm stands out from a cost perspective for its open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, the firm's fees on its funds are in the second cheapest quintile of its category. Mutual of America has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

Mutual of America Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

13.43 Bil

Investment Flows (TTM)

−714.55 Mil

Asset Growth Rate (TTM)

−5.77%

# of Share Classes

27
Morningstar Rating # of Share Classes
10
8
6
3
0
Not Rated 0

Morningstar Mentions

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