In the News MoA Clear Passage Target-Date Funds Named Top Performers
Mutual of America Capital Management LLC is pleased to share that five of its MoA Clear Passage target-date funds were highlighted recently in an article by Bankrate.com about the best target-date funds for retirement investors.
The Clear Passage Funds identified by Bankrate included:
- MoA Clear Passage 2055 Fund™
- MoA Clear Passage 2050 Fund™
- MoA Clear Passage 2045 Fund™
- MoA Clear Passage 2040 Fund™
- MoA Clear Passage 2035 Fund™
The article based its findings on the following criteria: top performers over the last five years; expense ratio less than 0.5%; four or five stars on Morningstar; no-load funds; and performance data as of July 18, 2025.
“We are always pleased to see our MoA Clear Passage funds receive the attention they deserve, especially given our commitment to generating outstanding investment results for our shareholders,” said Joseph Gaffoglio, President and CEO of Mutual of America Capital Management. “The target date series is guided by a disciplined approach and long-term investment focus, which is reflected in their strong performance over time.”
He added, “Our focus on blending active and passive investment strategies to manage portfolios for retirement savings has been successful for our investors for more than three decades.”
To read the article from Bankrate.com, visit Best Target-Date Funds: Top Funds For Retirement Investors | Bankrate.
To learn more about the MoA Clear Passage Funds™ as well as other mutual funds from the Capital Management team, visit moafunds.com today.
Fund Performance (As of 6/30/2025)
| Annualized (%) | |||||
|---|---|---|---|---|---|
| Fund | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Incep |
| MoA Clear Passage 2035 Fund™ Expense Ratio 0.50% |
12.09 | 13.30 | 11.12 | 8.75 | 7.56 |
| MoA Clear Passage 2040 Fund™ Expense Ratio 0.47% |
13.12 | 14.63 | 12.51 | 9.30 | 7.95 |
| MoA Clear Passage 2045 Fund™ Expense Ratio 0.46% |
13.43 | 15.26 | 12.98 | 9.45 | 8.00 |
| MoA Clear Passage 2050 Fund™ Expense Ratio 0.46% |
13.73 | 15.57 | 13.32 | 9.53 | 10.54 |
| MoA Clear Passage 2055 Fund™ Expense Ratio 0.47% |
14.06 | 15.77 | 13.56 | 10.67 | |
The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance, please call 800.914.8716 or visit the Fund’s website at moafunds.com.
You should consider the investment objectives, risks, and charges and expenses of the funds carefully before investing. This and other information is contained in the funds’ prospectuses and summary prospectuses, which can be obtained by calling 800.914.8716 or visiting moafunds.com. Read them carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. Diversification cannot assure a profit or protect against loss in a down market. Dividends are not guaranteed and may fluctuate.
The Morningstar Rating™ (“star rating”) is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ is a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.
In the US Fund Target-Date 2035 category, Mutual of America Clear Passage 2035 Fund was rated 5 stars among 178 funds for the 3 year period ending 6/30/2025 and 5 stars among 155 funds for the 5 year period ending 6/30/2025.
In the US Fund Target-Date 2040 category, Mutual of America Clear Passage 2040 Fund was rated 4 stars among 181 funds for the 3 year period ending 6/30/2025 and 5 stars among 156 funds for the 5 year period ending 6/30/2025.
In the US Fund Target-Date 2045 category, Mutual of America Clear Passage 2045 Fund was rated 4 stars among 178 funds for the 3 year period ending 6/30/2025 and 5 stars among 155 funds for the 5 year period ending 6/30/2025.
In the US Fund Target-Date 2050 category, Mutual of America Clear Passage 2050 Fund was rated 4 stars among 179 funds for the 3 year period ending 6/30/2025 and 5 stars among 156 funds for the 5 year period ending 6/30/2025.
In the US Fund Target Date 2055 category, Mutual of America Clear Passage 2055 Fund was rated 4 stars among 178 funds for the 3 year period ending 6/30/2025 and 5 stars among 155 funds for the 5 year period ending 6/30/2025.
Star ratings are relative to a peer group and do not necessarily mean the fund had high or positive total returns. Morningstar updates its star ratings monthly. Past performance does not guarantee future results.
The MoA Funds are distributed by Foreside Fund Services, LLC.