Capital Management is off to a horrendous 2026. Time for several PIPs for Fund Managers and Analysts. Time to eliminate quarterly unfair bonuses and time to clean house.
Morningstar Percentile Rankings 3/31/26
| Name | Total Return Rank in Category (YTD) |
|---|---|
| MoA Intermediate Bond Fund | 95th Percent |
| MoA Retirement Income Fu... | 93rd Percent |
| MoA Clear Passage 2025 Fu... | 87th Percent |
| MoA Clear Passage 2020 Fu... | 87 Percent |
| MoA Clear Passage 2030 Fu... | 83 Percent |
| MoA Core Bond Fund | 78 Percent |
| MoA Clear Passage 2035 Fu... | 76 Percent |
| MoA Catholic Values Index ... | 72 Percent |
| MoA Small Cap Value Fund | 71 Percent |
| MoA Conservative Allocatio... | 68 Percent |
| MoA Clear Passage 2040 Fu... | 67 Percent |
| MoA Mid Cap Value Fund | 62 Percent |
| MoA Clear Passage 2045 Fu... | 60 Percent |
| MoA Clear Passage 2050 Fu... | 57 Percent |
| MoA Equity Index Fund | 57 Percent |
| MoA Clear Passage 2055 Fu... | 53 Percent |
| MoA Clear Passage 2060 Fu... | 47 Percent |
Morningstar as of 4/27/26
MoA Clear Passage 2020 Fund
100 the Percentile (The Worst)
MoA Retirement Income Fund
97th
MoA Intermediate Bond Fund
96 th
MoA Core Bond Fund
95 the
MoA Clear Passage 2025 Fund
89 th Percentile
MoA Clear Passage 2030 Fund
84 th
MoA Clear Passage 2030 Fund
83 th
MoA Clear Passage 2035 Fund
81 th
MoA Clear Passage 2040 Fund
81 th
MoA Clear Passage 2050 Fund
78 th
MoA Clear Passage 2060 Fund
77 th
MoA Dividend Growth Fund
67 th
MoA Stock Fund
62th
MoA Conservative Allocation Fund
61th
MoA Clear Passage 2015 Fund
56th
MoA Clear Passage Aggressive Fund
52th
MoA Small Cap Value Fund
50th
MoA Mid Cap Value Fund
49th
MoA Growth Fund
44th
MoA Global Equity Fund
41th
MoA Core Plus Bond Fund
37th
MoA Small Cap Growth Fund
31th
MoA Aggressive Allocation Fund
38th
MoA Aggressive Allocation Fund
29th