Skip to Content

MoA Clear Passage 2040 Fund MURLX

Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 14.84  /  −0.54 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 19%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 9:57 PM GMT+0

Morningstar’s Analysis MURLX

Will MURLX outperform in future?

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

Decreased confidence in MoA Clear Passage 2040 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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MURLX

  • 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

44.49 496.0 Mil

MoA International Fund

19.16 213.6 Mil

MoA Core Bond Fund

13.76 153.4 Mil

MoA Mid Cap Equity Index Fund

9.53 106.2 Mil

MoA Intermediate Bond Fund

4.92 54.9 Mil

MoA Money Market Fund

2.41 26.8 Mil

MoA Small Cap Equity Index Fund

2.01 22.4 Mil

MoA Small Cap Value Fund

1.95 21.7 Mil

MoA Small Cap Growth Fund

0.97 10.8 Mil

MoA Mid Cap Value Fund

0.80 8.9 Mil