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MoA Clear Passage 2025 Fund MURHX

Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 12.61  /  +0.40 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.53%
  • Turnover 22%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 9:56 PM GMT+0

Morningstar’s Analysis MURHX

Will MURHX outperform in future?

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

Decreased confidence in MoA Clear Passage 2025 Fund's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings MURHX

  • 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

32.48 360.6 Mil

MoA Equity Index Fund

30.40 337.5 Mil

MoA Intermediate Bond Fund

15.07 167.3 Mil

MoA International Fund

10.38 115.2 Mil

MoA Mid Cap Equity Index Fund

5.45 60.5 Mil

MoA Money Market Fund

3.40 37.7 Mil

MoA Small Cap Value Fund

1.66 18.5 Mil

MoA Small Cap Equity Index Fund

0.83 9.2 Mil

MoA Mid Cap Value Fund

0.33 3.7 Mil

Us Dollars

0.00 13,240
Cash and Equivalents