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Moa Clear Passage 2040 Fund (0P00008O9R)

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14.560 -0.050    -0.34%
14/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.12B
Type:  Fund
Market:  United States
Issuer:  Mutual of America
Asset Class:  Bond
Mutual of America 2040 Retirement Fund 14.560 -0.050 -0.34%

0P00008O9R Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mutual of America 2040 Retirement Fund (0P00008O9R) fund. Our Mutual of America 2040 Retirement Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.830 2.850 0.020
Stocks 80.960 80.960 0.000
Bonds 16.060 16.060 0.000
Other 0.150 0.150 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.871 17.186
Price to Book 2.443 2.515
Price to Sales 1.688 1.749
Price to Cash Flow 9.438 10.542
Dividend Yield 2.248 2.192
5 Years Earnings Growth 10.278 11.452

Sector Allocation

Name  Net % Category Average
Technology 22.720 21.590
Financial Services 14.530 14.922
Industrials 12.660 11.697
Consumer Cyclical 11.480 10.968
Healthcare 11.410 12.504
Communication Services 6.630 6.521
Consumer Defensive 6.140 6.303
Energy 4.640 4.658
Basic Materials 4.080 4.319
Real Estate 3.060 3.981
Utilities 2.640 2.536

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 1

Name ISIN Weight % Last Change %
MoA Equity Index Fund - 47.96 - -
MoA International Fund - 18.18 - -
MoA Core Bond Fund - 13.94 - -
MoA Mid Cap Equity Index Fund - 9.52 - -
MoA Money Market Fund - 2.49 - -
MoA Intermediate Bond Fund - 2.18 - -
MoA Small Cap Equity Index Fund - 1.99 - -
MoA Small Cap Value Fund - 1.98 - -
MoA Small Cap Growth Fund - 0.96 - -
MoA Mid Cap Value Fund - 0.81 - -

Top Bond Funds by Mutual of America

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mutual of America Bond Fund 2.13B -1.58 -3.30 1.09
  Mutual of America 2030 Retirement F 1.35B 5.26 3.27 7.45
  Mutual of America 2035 Retirement F 1.33B 6.66 4.13 8.17
  Mutual of America 2045 Retirement F 1.16B 8.15 5.40 8.78
  Mutual of America 2025 Retirement F 1.12B 4.31 2.36 6.50
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