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Morningstar

MoA Clear Passage 2015 Fund MURFX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 8.69  /  +0.35 %
  • Total Assets 106.5 Mil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.31%
  • Turnover 19%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 9:54 PM GMT+0

Morningstar’s Analysis MURFX

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

  • People Pillar

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

A strong management team and sound investment process underpin MoA Clear Passage 2015 Fund's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings MURFX

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

MoA Core Bond Fund

34.01 37.2 Mil
—

MoA Intermediate Bond Fund

27.52 30.1 Mil
—

MoA Equity Index Fund

23.28 25.5 Mil
—

MoA International Fund

5.09 5.6 Mil
—

MoA Money Market Fund

5.08 5.6 Mil
—

MoA Mid Cap Equity Index Fund

4.51 4.9 Mil
—

MoA Mid Cap Value Fund

0.50 549,919
—

Us Dollars

0.00 2,222
Cash and Equivalents