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Morningstar

Mutual of America 2065 Retirement Class MURQX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.97  /  1.01 %
  • Total Assets 37.6 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.270%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.78%
  • Turnover 28%

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

Morningstar’s Analysis MURQX

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

People Pillar

The People Pillar is our evaluation of the MURQX 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 MURQX’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 2065 Retirement Class'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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