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MoA Clear Passage 2020 Fund MURGX

Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 10.71  /  −0.56 %
  • Total Assets 481.2 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.68%
  • Turnover 22%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MURGX

Will MURGX outperform in future?

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

Decreased confidence in MoA Clear Passage 2020 Fund's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Silver from Gold.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings MURGX

  • 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

33.80 159.3 Mil

MoA Equity Index Fund

24.34 114.7 Mil

MoA Intermediate Bond Fund

20.76 97.8 Mil

MoA International Fund

7.29 34.3 Mil

MoA Money Market Fund

5.54 26.1 Mil

MoA Mid Cap Equity Index Fund

5.51 26.0 Mil

MoA Small Cap Value Fund

1.94 9.2 Mil

MoA Small Cap Equity Index Fund

0.71 3.4 Mil

MoA Mid Cap Value Fund

0.10 479,487

Us Dollars

0.00 8,048
Cash and Equivalents