Thread regarding Mutual of America Life layoffs

Fund Performance - Morningstar Peer Ranks

Capital Management continues to struggle abysmally this year. Poor stock selection. Poor positioning. Peer rankings according to Morningstar. The higher the number, the worse the peer to peer performance. Many MoA funds continue to be bottom feeders

Fund Name & Percentile Ranking
MoA Intermediate Bond Fund. 100 (this is the worst.)

MoA Clear Passage 2020 FU...96

MoA Retirement Income Fu...96

MoA Mid Cap Value Fu..88

MoA Clear Passage 2060 Fu...84

MoA Clear Passage 2055 Fu...84

MoA Clear Passage 2050 Fu...82

MoA Core Bond Fu..81

MoA Clear Passage 2065 Fu...81

MoA Clear Passage 2025 Fu...80

MoA Clear Passage 2070 Fu...79

MoA Clear Passage 2035 Fu...74

MoA Clear Passage 2045 Fu...74

MoA Clear Passage 2040 Fu...73

MoA Clear Passage 2030 Fu...73

MoA Conservative Allocation 71

MoA Small Cap Value Fu..70

MoA International Fu..66

MoA Catholic Values Index ...63

MoA Mid Cap Growth Fu..57

MoA Aggressive Allocation ...55

MoA Mid Cap Equity Index ...51

MoA Moderate Allocation F...51

Time to stop protecting Capital Management. Time to end quarterly bonuses for them. Time to layoff some people.


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| 4 views | | 2 replies (last 8 days ago) | Reply
Post ID: @OP+1m2haztd7

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@bw well over 5% now ! General account at 3.67% roughly locked in for 2 yr. $400,000,000 rolling out each yr in general acct assets. Selling now to get into 5% will be steep. Fed buy back is done. Spend $25M to get to 4.67%. Worth ?!?!?!?!?

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Post ID: @k1+1m2haztd7

5 year Treasury Note now at 4.8% ! +That’s got to be kil-ling MoA right now if they are locked in at 3.67% for 2-5 yrs+Only making 100 basis points on GA assets if that++Crediting 2.6%. 3% for old contracts++Lots of old $ leaving firm still / Another example of no surrender charges on product absolutely annihilating the firm——-Only $5B left in GA assets down from $10b few yrs ago. Curious if firm took losses to get into the 4.8% range.

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Post ID: @bw+1m2haztd7

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