A sound investment process and strong management team underpin Mutual of America 2040 Retirement's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 12.74 / 1.01 %
- Total Assets 887.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.300%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Open
- TTM Yield 1.78%
- Turnover 12%
Morningstar’s Analysis MURLX
Will MURLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.