Morningstar

MoA Clear Passage 2040 Fund MURLX

Morningstar Medalist Rating
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Medalist Rating as of See Mutual of America Investment Hub
  • NAV / 1-Day Return $16.49  /  +0.49 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.370%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.00%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis MURLX

Will MURLX outperform in the 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 Automated Analysis

Morningstar Automated Analysis

Summary

MoA Clear Passage 2040 Fund holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MURLX

More MURLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MoA Equity Index Fund

40.52 587M
—

MoA International Fund

21.40 310M
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MoA Core Bond Fund

13.94 202M
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MoA Mid Cap Equity Index Fund

5.92 86M
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MoA Intermediate Bond Fund

5.09 74M
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MoA Large Cap Value Index Fund

2.23 32M
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MoA US Government Money Market Fund

2.16 31M
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MoA Large Cap Growth Index Fund

2.13 31M
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MoA Small Cap Equity Index Fund

1.82 26M
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MoA Small Cap Growth Fund

1.61 23M
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