Mutual of America Investment Corporation - 2035 Retirement Fund (MURJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
15.64
-0.06 (-0.38%)
At close: Jul 8, 2026
Fund Assets1.51B
Expense Ratio0.40%
Min. Investment$1,000
Turnover19.82%
Dividend (ttm)1.39
Dividend Yield8.79%
Dividend Growth13.05%
Payout FrequencySemi-Annual
Ex-Dividend DateJun 25, 2026
Previous Close15.70
YTD Return7.08%
1-Year Return14.50%
5-Year Return36.04%
52-Week Low14.34
52-Week High16.03
Beta (5Y)n/a
Holdingsn/a
Inception Daten/a

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

Performance

MURJX had a total return of 14.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 51.29%.

Dividend History

Ex-DividendAmountPay Date
Jun 25, 2026$0.15748Jun 26, 2026
Dec 18, 2025$1.13984Dec 19, 2025
Oct 7, 2025$0.0909Oct 8, 2025
Jun 26, 2025$0.15205Jun 27, 2025
Dec 19, 2024$0.69534Dec 20, 2024
Oct 3, 2024$0.38061Oct 4, 2024
Full Dividend History