Advertisement
Skip to Content
Morningstar

Mutual of America Conservative Allc MACAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.79  /  0.19 %
  • Total Assets 164.9 Mil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 1.70%
  • Turnover 17%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 10:34 PM GMT+00:00

Morningstar’s Analysis MACAX

Will MACAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MACAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MACAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

A strong management team and sound investment process underpin Mutual of America Conservative Allc's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor