Skip to Content
Morningstar

MoA Clear Passage 2020 Fund MURGX

Morningstar Medalist Rating
Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 10.19  /  −0.29 %
  • Total Assets 470.0 Mil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.39%
  • Turnover 22%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 9:32 PM GMT+0

Morningstar’s Analysis MURGX

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

  • People Pillar

    The People Pillar is our evaluation of the MURGX 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 MURGX’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 2020 Fund's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MURGX

More MURGX 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 Core Bond Fund

34.12 166.3 Mil
—

MoA Equity Index Fund

24.14 117.7 Mil
—

MoA Intermediate Bond Fund

20.77 101.2 Mil
—

MoA International Fund

7.08 34.5 Mil
—

MoA Mid Cap Equity Index Fund

5.58 27.2 Mil
—

MoA Money Market Fund

5.47 26.6 Mil
—

MoA Small Cap Value Fund

1.98 9.7 Mil
—

MoA Small Cap Equity Index Fund

0.73 3.5 Mil
—

MoA Mid Cap Value Fund

0.13 638,917
—

Us Dollars

0.00 7,744
Cash and Equivalents