MoA Clear Passage 2030 Fund
Shareclass
MoA Clear Passage 2030 Fund (MURIX)
Type
Open-end mutual fund
Manager
Target date
Mutual of America Retirement Series
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
MoA Clear Passage 2030 Fund MURIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.01% of assets$187,569 invested
- 2. Allianz SE0.15% of assets$2.13M invested
- 3. AstraZeneca PLC0.08% of assets$1.16M invested
- 4. Aena SME SA0.05% of assets$756,306 invested
- 5. GSK PLC0.1% of assets$1.34M invested
- 6. Procter & Gamble Co0.27% of assets$3.78M invested
- 7. Iberdrola SA0.11% of assets$1.58M invested
- 8. BHP Group Ltd0.09% of assets$1.26M invested
- 9. Unilever PLC0.16% of assets$2.15M invested
- 10. Dow Inc0.02% of assets$232,318 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. TG Therapeutics Inc<0.01% of assets$54,586 invested
- 2. TKO Group Holdings Inc<0.01% of assets$96,178 invested
- 3. EchoStar Corp Class A<0.01% of assets$82,941 invested
- 4. SpringWorks Therapeutics Inc Ordinary Shares0.02% of assets$310,137 invested
- 5. Core Scientific Inc Ordinary Shares - New<0.01% of assets$73,185 invested
- 6. Servisfirst Bancshares Inc0.05% of assets$649,953 invested
- 7. Supernus Pharmaceuticals Inc0.03% of assets$349,258 invested
- 8. Axos Financial Inc<0.01% of assets$36,454 invested
- 9. RadNet Inc<0.01% of assets$33,798 invested
- 10. RBC Bearings Inc0.02% of assets$270,027 invested
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Financial performance
Performance data provided by
Find more financial data on MURIX at Morningstar.com
Find more financial data on MURIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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