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Morningstar

Mutual of America Retirement Income MARMX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 10.46  /  0.10 %
  • Total Assets 198.8 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.86%
  • Turnover 32%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 PM GMT+0

Morningstar’s Analysis MARMX

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

People Pillar

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

A strong management team and sound investment process underpin Mutual of America Retirement Income's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MARMX

More MARMX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mutual of America Mid-Term Bond

31.31
64,491,645
—

Mutual of America Bond

31.11
64,077,276
—

Mutual of America Equity Index

21.58
44,451,465
—

Mutual of America Money Market

7.92
16,300,691
—

Mutual of America Mid-Cap Equity Index

4.77
9,827,848
—

Mutual of America International

3.02
6,215,542
—

Mutual of America Mid Cap Value

0.28
581,666
—