#United States #New York #Mutual of America #LSEG Lipper #MoA Funds

Mutual of America’s Achievement in Investment Excellence

Mutual of America Capital Management LLC has recently announced its remarkable achievement of winning six prestigious LSEG 2025 Lipper Fund Awards. This honor highlights the exceptional performance and reliability of its MoA Clear Passage Funds™ and MoA Balanced Fund, both of which are part of a larger mutual fund family valued at approximately $24.5 billion.

The awards include recognition in various categories, specifically focusing on U.S. mixed-asset target-date funds. MoA Clear Passage Funds garnered four separate accolades, while the MoA Balanced Fund received two notable mentions in the moderate target allocation funds category. This recognition underscores the firm’s enduring commitment to providing strong investment outcomes and innovative financial solutions to its investors.

Joseph Gaffoglio, President and CEO of Mutual of America Capital Management, expressed gratitude for the acknowledgment, stating, “We are honored to be recognized for the second year in a row by LSEG Lipper.” He emphasized the disciplined approach and long-term investment focus that guide the Target Date Series and Asset Allocation Funds, which have consistently demonstrated strong performance over time.

The MoA Clear Passage Funds are designed with a strategic allocation approach to minimize volatility while ensuring diversification, particularly in the lead-up to specified retirement dates, followed by a glide path extending for an additional ten years. This approach not only caters to the stability required as investors prepare for retirement but actively works towards maximizing potential returns throughout their investment journey.

In his comments, Jamie Zendel, Executive Vice President and Head of Quantitative Strategies, highlighted the team’s expertise in assessing asset classes and managing associated risks. This careful analysis and strategic investment approach contribute significantly to delivering superior results for investors, fulfilling their retirement income needs effectively.

The Lipper Awards have long celebrated funds and firms that exhibit exceptional risk-adjusted performance over three, five, and ten-year periods. Achieving success in such a competitive landscape is indeed a testament to the quality and dedication of the professionals at Mutual of America Capital Management. The firm has managed to navigate complex market conditions over the past few years, including the challenges posed by the pandemic and fluctuating economic landscapes.

This feat of winning multiple awards from LSEG Lipper, as noted by Otto Christian Kober, Head of Lipper Research, comes at a time of significant market transitions. It recognizes not just the strong performance but also the comfort and consistency that these awarded funds bring to investors, providing them with a reliable foundation during uncertain times.

About Mutual of America Capital Management

Founded in 1993, Mutual of America Capital Management is dedicated to addressing the evolving investment needs of institutional clients. Managing nearly $29.6 billion across a range of asset classes, the firm offers 28 distinct funds, catering to diverse investment objectives, including equity, fixed income, and target-date funds.

For more information about the company and its offerings, visit moacapitalmanagement.com or connect with them on LinkedIn.

Conclusion

Winning six LSEG 2025 Lipper Fund Awards is just one of the many accomplishments that reflect Mutual of America Capital Management’s relentless commitment to achieving excellent investment results. Their ongoing focus on innovation and client satisfaction marks them as a leader in the financial investment landscape, paving the way for future growth and continued success.