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Moa Clear Passage 2015 Fund (0P00008O9M)

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9.170 -0.010    -0.11%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Mutual of America
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 108.41M
Mutual of America 2015 Retirement Fund 9.170 -0.010 -0.11%

0P00008O9M Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mutual of America 2015 Retirement Fund (0P00008O9M) fund. Our Mutual of America 2015 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 5.550 5.560 0.010
Stocks 32.770 32.770 0.000
Bonds 61.630 61.630 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.273 16.529
Price to Book 3.039 2.441
Price to Sales 2.103 1.778
Price to Cash Flow 12.985 10.048
Dividend Yield 1.871 2.255
5 Years Earnings Growth 11.237 11.534

Sector Allocation

Name  Net % Category Average
Technology 25.840 20.081
Financial Services 14.470 15.764
Healthcare 11.910 11.723
Industrials 11.090 11.053
Consumer Cyclical 10.730 10.431
Communication Services 7.020 6.136
Consumer Defensive 6.010 6.518
Energy 3.960 5.270
Basic Materials 3.140 4.646
Real Estate 3.100 5.455
Utilities 2.730 2.920

Region Allocation

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

Top Holdings

Number of long holdings: 8

Number of short holdings: 0

Name ISIN Weight % Last Change %
MoA Core Bond Fund - 34.05 - -
MoA Intermediate Bond Fund - 28.08 - -
MoA Equity Index Fund - 22.97 - -
MoA International Fund - 5.10 - -
MoA US Government Money Market Fund - 4.91 - -
MoA Mid Cap Equity Index Fund - 4.42 - -
MoA Mid Cap Value Fund - 0.48 - -

Top Bond Funds by Mutual of America

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mutual of America Bond Fund 2.23B 4.37 -1.57 1.65
  Mutual of America 2030 Retirement F 1.43B 12.24 5.47 8.06
  Mutual of America 2035 Retirement F 1.43B 13.88 6.40 8.83
  Mutual of America 2045 Retirement F 1.26B 15.55 7.74 9.50
  Mutual of America 2040 Retirement F 1.22B 15.14 7.40 9.37
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