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Morningstar

Mutual of America 2020 Retirement MURGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.05  /  0.80 %
  • Total Assets 513.3 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.75%
  • Turnover 23%

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

Morningstar’s Analysis MURGX

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

People Pillar

The People Pillar is our evaluation of the MURGX 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 MURGX’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 2020 Retirement's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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