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Morningstar

MoA Clear Passage 2030 Fund MURIX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 13.81  /  +0.88 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.35%
  • Turnover 19%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 9:52 PM GMT+0

Morningstar’s Analysis MURIX

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

  • People Pillar

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

Decreased confidence in MoA Clear Passage 2030 Fund's prospects relative to its Morningstar Category peers results in 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-cheapest fee quintile among peers.

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Portfolio Holdings MURIX

More MURIX 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 Equity Index Fund

35.37 473.6 Mil
—

MoA Core Bond Fund

26.54 355.4 Mil
—

MoA International Fund

12.44 166.7 Mil
—

MoA Intermediate Bond Fund

10.94 146.5 Mil
—

MoA Mid Cap Equity Index Fund

6.39 85.6 Mil
—

MoA Money Market Fund

3.44 46.0 Mil
—

MoA Small Cap Value Fund

1.63 21.8 Mil
—

MoA Small Cap Equity Index Fund

1.21 16.3 Mil
—

MoA Small Cap Growth Fund

1.14 15.3 Mil
—

MoA Mid Cap Value Fund

0.90 12.0 Mil
—