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Morningstar

Mutual of America Retirement Income MARMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.58  /  0.00
  • Total Assets 208.7 Mil
  • Adj. Expense Ratio
    0.110%
  • Expense Ratio 0.440%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 1.62%
  • Turnover 28%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis MARMX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Mutual of America Retirement Income's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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