About MURJX
The MoA Clear Passage 2035 Fund is a target-date mutual fund structured to help investors plan for retirement or reach long-term financial goals around the year 2035. It operates under a fund-of-funds approach, diversifying assets across a blend of MoA’s proprietary equity, fixed income, and money market funds. The fund features active management in small-cap, mid-cap, international equities, and fixed income holdings, while employing passive strategies for large-cap equity exposure to balance participation in market growth with cost efficiency. Asset allocation dynamically shifts as the target date approaches, gradually reducing equity exposure and increasing allocation to fixed income, aiming to manage risk as participants near retirement. The fund’s glidepath extends a decade beyond the target year, culminating in a transition to a retirement income-oriented fund to support ongoing withdrawals and capital preservation needs. Recognized with industry awards for risk-adjusted performance, the MoA Clear Passage 2035 Fund is noted for its diversified holdings, low expense ratio, and its role in providing a turnkey retirement solution for investors seeking professional management and a disciplined approach to retirement readiness.
Fund Family Mutual of America
Category Target-Date 2035
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MURJX
MURJX had a total return of 15.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.92%.
