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Morningstar

Mutual of America Moderate Allocation MAMOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.98  /  0.93 %
  • Total Assets 408.2 Mil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.270%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.78%
  • Turnover 15%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis MAMOX

Will MAMOX 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 MAMOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MAMOX 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 MAMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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

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