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Morningstar

MoA Clear Passage 2035 Fund MURJX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 14.66  /  +0.96 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.19%
  • 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 MURJX

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

  • People Pillar

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

Decreased confidence in MoA Clear Passage 2035 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 cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MURJX

More MURJX 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

41.51 542.7 Mil
—

MoA Core Bond Fund

19.98 261.1 Mil
—

MoA International Fund

15.46 202.1 Mil
—

MoA Mid Cap Equity Index Fund

8.56 112.0 Mil
—

MoA Intermediate Bond Fund

5.75 75.2 Mil
—

MoA Money Market Fund

3.32 43.5 Mil
—

MoA Small Cap Value Fund

1.84 24.0 Mil
—

MoA Small Cap Equity Index Fund

1.62 21.1 Mil
—

MoA Small Cap Growth Fund

1.14 14.9 Mil
—

MoA Mid Cap Value Fund

0.82 10.7 Mil
—