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Morningstar

Mutual of America 2030 Retirement MURIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.52  /  0.16 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.74%
  • Turnover 13%

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

Morningstar’s Analysis MURIX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin Mutual of America 2030 Retirement's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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