Morningstar

Mutual of America Mutual Funds

View all of Mutual of America’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Mutual of America Mutual Funds List

1 to 25 of 32 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
MoA Balanced FundMACHXModerate Allocation
9.17%210.570%Below AverageNo Load$1,000
MoA Clear Passage 2025 FundMURHXTarget-Date 2025
4.91%820.440%Below AverageNo Load$1,000
MoA Clear Passage 2040 FundMURLXTarget-Date 2040
9.43%690.370%LowNo Load$1,000
MoA Clear Passage 2035 FundMURJXTarget-Date 2035
7.70%680.400%Below AverageNo Load$1,000
MoA Clear Passage 2030 FundMURIXTarget-Date 2030
6.13%660.430%Below AverageNo Load$1,000
MoA Equity Index FundMAEIXLarge Blend
15.02%340.140%LowNo Load$1,000
MoA International FundMAIFXForeign Large Blend
9.11%640.480%Below AverageNo Load$1,000
MoA Conservative Allocation FundMACAXModerately Conservative Allocation
4.49%530.500%Below AverageNo Load$1,000
MoA Clear Passage 2045 FundMURMXTarget-Date 2045
10.65%690.360%LowNo Load$1,000
MoA Core Bond FundMABDXIntermediate Core Bond
−2.83%710.450%Below AverageNo Load$1,000
MoA Clear Passage 2060 FundMURPXTarget-Date 2060
11.74%810.400%Below AverageNo Load$1,000
MoA Mid Cap Equity Index FundMAMEXMid-Cap Blend
11.98%550.170%LowNo Load$1,000
MoA Clear Passage 2055 FundMUROXTarget-Date 2055
11.58%820.380%Below AverageNo Load$1,000
MoA Clear Passage 2050 FundMURNXTarget-Date 2050
11.09%810.370%LowNo Load$1,000
MoA Moderate Allocation FundMAMOXModerate Allocation
7.55%420.380%LowNo Load$1,000
MoA Clear Passage 2020 FundMURGXTarget-Date 2020
3.40%940.490%AverageNo Load$1,000
MoA Catholic Values Index Fund ClassMACCXLarge Blend
12.98%610.250%LowNo Load$1,000
MoA Clear Passage 2065 FundMURQXTarget-Date 2065
11.98%750.490%AverageNo Load$1,000
MoA Aggressive Allocation FundMAANXModerately Aggressive Allocation
10.77%550.390%LowNo Load$1,000
MoA Retirement Income FundMARMXTarget-Date Retirement
2.82%880.530%Above AverageNo Load$1,000
MoA Small Cap Growth FundMAGKXSmall Growth
13.85%330.850%Below AverageNo Load$1,000
MoA Small Cap Equity Index FundMASOXSmall Blend
15.12%390.250%LowNo Load$1,000
MoA Small Cap Value FundMAVKXSmall Value
12.43%730.850%Below AverageNo Load$1,000
MoA Mid Cap Value FundMAMVXMid-Cap Value
7.90%850.700%Below AverageNo Load$1,000
MoA All America FundMAAKXLarge Blend
14.51%480.550%Below AverageNo Load$1,000

Mutual of America Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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