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Morningstar

Mutual of America 2040 Retirement MURLX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 13.04  /  0.31 %
  • Total Assets 925.4 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.70%
  • Turnover 11%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MURLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin Mutual of America 2040 Retirement's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MURLX

More MURLX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mutual of America Equity Index

44.65
403,928,914
—

Mutual of America International

17.96
162,489,875
—

Mutual of America Bond

14.48
131,022,716
—

Mutual of America Mid-Cap Equity Index

14.07
127,253,140
—

Mutual of America Small Cap Value

2.37
21,413,242
—

Mutual of America Money Market

2.27
20,541,975
—

Mutual of America Small Cap Growth

2.25
20,325,916
—

Mutual of America Small Cap Equity Index

1.96
17,691,341
—