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Morningstar

MoA Clear Passage 2045 Fund MURMX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 14.69  /  +1.03 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.05%
  • Turnover 15%

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

Morningstar’s Analysis MURMX

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

  • People Pillar

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

Decreased confidence in MoA Clear Passage 2045 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 cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MURMX

More MURMX 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

46.60 535.3 Mil
—

MoA International Fund

21.12 242.6 Mil
—

MoA Mid Cap Equity Index Fund

10.61 121.9 Mil
—

MoA Core Bond Fund

9.30 106.8 Mil
—

MoA Intermediate Bond Fund

2.94 33.8 Mil
—

MoA Money Market Fund

2.57 29.6 Mil
—

MoA Small Cap Growth Fund

2.08 23.9 Mil
—

MoA Small Cap Equity Index Fund

2.05 23.6 Mil
—

MoA Small Cap Value Fund

1.90 21.8 Mil
—

MoA Mid Cap Value Fund

0.82 9.4 Mil
—