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Morningstar

Mutual of America 2040 Retirement MURLX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 10:36 PM GMT+00:00

Morningstar’s Analysis MURLX

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

People Pillar

The People Pillar is our evaluation of the MURLX 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 MURLX’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 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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