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Morningstar

Mutual of America 2055 Retirement MUROX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.81  /  1.43 %
  • Total Assets 357.7 Mil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.73%
  • Turnover 10%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 10:52 PM GMT+00:00

Morningstar’s Analysis MUROX

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

People Pillar

The People Pillar is our evaluation of the MUROX 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 MUROX’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 2055 Retirement's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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