Morningstar

MoA Clear Passage 2065 Fund MURQX

Morningstar Medalist Rating
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Medalist Rating as of See Mutual of America Investment Hub
  • NAV / 1-Day Return $16.18  /  +0.62 %
  • Fund Size $245.2M
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.320%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.56%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis MURQX

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

  • People Pillar

    The People Pillar is our evaluation of the MURQX 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 MURQX’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 2065 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
Rated on Published on

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Portfolio Holdings MURQX

More MURQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MoA Equity Index Fund

39.98 97M
—

MoA International Fund

25.27 61M
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MoA Mid Cap Equity Index Fund

6.96 17M
—

MoA Large Cap Growth Index Fund

5.73 14M
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MoA Large Cap Value Index Fund

5.58 13M
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MoA Small Cap Growth Fund

3.08 7M
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MoA Small Cap Value Fund

3.05 7M
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MoA Mid Cap Value Fund

2.68 6M
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MoA Mid Cap Growth Fund

2.57 6M
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MoA Small Cap Equity Index Fund

2.05 5M
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