MoA Clear Passage 2035 Fund
MURJX
NASDAQ
Weiss Ratings | MURJX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | MURJX-NASDAQ | Click to Compare |
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Provider | Mutual of America | |||
Manager/Tenure (Years) | Joseph R. Gaffoglio (11), Jamie A. Zendel (4) | |||
Website | http://www.mutualofamerica.com | |||
Fund Information | MURJX-NASDAQ | Click to Compare |
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Fund Name | MoA Clear Passage 2035 Fund | |||
Category | Target-Date 2035 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Nov 05, 2007 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | MURJX-NASDAQ | Click to Compare |
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Dividend Yield | 2.39% | |||
Dividend | MURJX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.07% | |||
Asset Allocation | MURJX-NASDAQ | Click to Compare |
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Cash | 4.17% | |||
Stock | 67.70% | |||
U.S. Stock | 51.45% | |||
Non-U.S. Stock | 16.25% | |||
Bond | 28.00% | |||
U.S. Bond | 27.89% | |||
Non-U.S. Bond | 0.11% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.13% | |||
Price History | MURJX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.77% | |||
30-Day Total Return | 3.59% | |||
60-Day Total Return | 6.36% | |||
90-Day Total Return | 10.24% | |||
Year to Date Total Return | 7.42% | |||
1-Year Total Return | 11.61% | |||
2-Year Total Return | 29.06% | |||
3-Year Total Return | 44.82% | |||
5-Year Total Return | 69.24% | |||
Price | MURJX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | MURJX-NASDAQ | Click to Compare |
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Nav | $14.95 | |||
1-Month Low NAV | $14.61 | |||
1-Month High NAV | $14.95 | |||
52-Week Low NAV | $12.89 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $15.28 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | MURJX-NASDAQ | Click to Compare |
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Beta | 0.77 | |||
Standard Deviation | 12.50 | |||
Balance Sheet | MURJX-NASDAQ | Click to Compare |
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Total Assets | 1.46B | |||
Operating Ratios | MURJX-NASDAQ | Click to Compare |
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Expense Ratio | 0.50% | |||
Turnover Ratio | 19.82% | |||
Performance | MURJX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.27% | |||
Last Bear Market Total Return | -12.84% | |||