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Morningstar

MoA Clear Passage 2040 Fund MURLX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 13.98  /  +0.79 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.310%
  • 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 Medium/Moderate
  • Status Open
  • TTM Yield 2.07%
  • Turnover 19%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 11:59 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.

A sound investment process and strong management team underpin MoA Clear Passage 2040 Fund's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MoA Equity Index Fund

48.15 538.2 Mil
—

MoA International Fund

17.95 200.7 Mil
—

MoA Core Bond Fund

13.23 147.9 Mil
—

MoA Mid Cap Equity Index Fund

9.75 109.0 Mil
—

MoA Money Market Fund

2.39 26.7 Mil
—

MoA Small Cap Value Fund

2.27 25.4 Mil
—

MoA Intermediate Bond Fund

2.12 23.7 Mil
—

MoA Small Cap Equity Index Fund

2.04 22.7 Mil
—

MoA Small Cap Growth Fund

1.27 14.2 Mil
—

MoA Mid Cap Value Fund

0.81 9.1 Mil
—