MoA Clear Passage 2065 Fund
MURQX
NASDAQ
| Weiss Ratings | MURQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MURQX-NASDAQ | Click to Compare |
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| Provider | Mutual of America | |||
| Manager/Tenure (Years) | Joseph R. Gaffoglio (4), Jamie A. Zendel (4) | |||
| Website | http://www.mutualofamerica.com | |||
| Fund Information | MURQX-NASDAQ | Click to Compare |
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| Fund Name | MoA Clear Passage 2065 Fund | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 03, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MURQX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.98% | |||
| Dividend | MURQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.14% | |||
| Asset Allocation | MURQX-NASDAQ | Click to Compare |
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| Cash | 1.95% | |||
| Stock | 92.87% | |||
| U.S. Stock | 67.87% | |||
| Non-U.S. Stock | 25.00% | |||
| Bond | 4.99% | |||
| U.S. Bond | 4.97% | |||
| Non-U.S. Bond | 0.02% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.20% | |||
| Price History | MURQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.82% | |||
| 30-Day Total Return | 1.46% | |||
| 60-Day Total Return | 6.51% | |||
| 90-Day Total Return | 8.40% | |||
| Year to Date Total Return | 11.12% | |||
| 1-Year Total Return | 13.94% | |||
| 2-Year Total Return | 40.46% | |||
| 3-Year Total Return | 49.99% | |||
| 5-Year Total Return | 85.34% | |||
| Price | MURQX-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 | MURQX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $14.08 | |||
| 1-Month High NAV | $14.68 | |||
| 52-Week Low NAV | $11.60 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.68 | |||
| 52-Week High Price (Date) | Aug 13, 2025 | |||
| Beta / Standard Deviation | MURQX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 14.44 | |||
| Balance Sheet | MURQX-NASDAQ | Click to Compare |
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| Total Assets | 155.06M | |||
| Operating Ratios | MURQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 12.71% | |||
| Performance | MURQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.58% | |||
| Last Bear Market Total Return | -14.30% | |||