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Mutual of America 2040 Retirement MURLX

Quantitative rating as of
  • NAV / 1-Day Return 12.74  /  1.01 %
  • Total Assets 887.7 Mil
  • Adj. Expense Ratio
    0.080%
  • 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.

Summary

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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.

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