MoA Clear Passage 2065 Fund (MURQX)

Fund Assets	167.88M
Expense Ratio	0.49%
Min. Investment	$1,000
Turnover	12.71%
Dividend (ttm)	0.26
Dividend Yield	1.59%
Dividend Growth	-10.08%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jun 25, 2026

Previous Close	16.41
YTD Return	13.57%
1-Year Return	19.61%
5-Year Return	53.05%
52-Week Low	14.02
52-Week High	16.65
Beta (5Y)	0.88
Holdings	n/a
Inception Date	n/a

About MURQX

The Mutual of America Clear Passage 2065 Fund is a target-date mutual fund designed primarily for investors planning to retire around the year 2065. Its main goal is to provide a diversified, professionally managed investment solution that automatically adjusts its asset allocation over time to reflect the changing risk profile as the target date approaches. Early in its lifecycle, the fund typically emphasizes a higher allocation to equities to pursue growth; as the retirement date nears, it gradually shifts toward fixed income and more conservative holdings to help preserve capital and reduce volatility. A notable feature of this fund is its blend of management styles: it employs active management in small-cap, mid-cap, international equities, and fixed income segments, while large-cap equities are managed passively to balance market participation with cost efficiency. The fund’s glidepath, which is the schedule for reducing risk, extends 10 years beyond the stated target date. After this period, assets are merged into a dedicated Retirement Income Fund to support ongoing income needs for retirees. The Clear Passage 2065 Fund operates as a “fund of funds,” investing in other Mutual of America funds to deliver diversification across asset classes and geographies. This structure and its automatic asset allocation adjustments make it a popular option for long-term investors seeking a hands-off approach to retirement planning.

• Fund Family: Mutual of America
• Category: Target-Date 2065+
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MURQX

Performance

MURQX had a total return of 19.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 64.48%.

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 25, 2026	$0.11677	Jun 26, 2026
Dec 18, 2025	$0.77599	Dec 19, 2025
Oct 7, 2025	$0.04775	Oct 8, 2025
Jun 26, 2025	$0.10986	Jun 27, 2025
Dec 19, 2024	$0.30667	Dec 20, 2024
Oct 3, 2024	$0.20885	Oct 4, 2024

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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