Mutual of America Investment Corporation - 2055 Retirement Fund (MUROX)
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Mutual of America Investment Corporation - 2055 Retirement Fund
New York NY 10022
320 Park Avenue
Mutual of America Investment Corp
Management information
Jamie A. Zendel,Lead manager since 30 April 2021
Jamie A. Zendel, Vice President of the Mutual of America Capital Management Corp, handles indexed investments. She has been the portfolio manager since 2014. Ms. Zendel joined the Mutual of America Capital Management Corp in July 2007.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTarget-Date 2055
Fund familyMutual of America
Net assets479.33M
YTD return3.80%
Yield2.08%
Morningstar rating★★★★★
Inception date2 Oct 2016
Fund operations
Last dividend0.30
Last cap gain1.00
Holdings turnover14.85%
Average for categoryN/A
Fees and expenses
ExpenseMUROXCategory average
Annual report expense ratio (net)0.37%0.45%
Prospectus net expense ratio0.37%N/A
Prospectus gross expense ratio0.37%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.47%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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