Capital Management is performing poorly YTD. Lagging peers. Near bottom Percentile ranks. Awful. Plain Awful. Morningstar downgraded the People & Process pillar. Not a good look. But, did staff in Capital Managment still get big promotions & quarterly bonuses w/this poor results ? Time to offload this entire division to save $ b/c they aint making any. Farm this stuff out to save $10M per.
Morningstar through 5/8
Fund Name | YTD Percentile Rank | Adj. Expense Ratio
1. MoA Clear Passage 2020 Fund — 100th percentile — 0.490%
2. MoA Intermediate Bond Fund — 98th percentile — 0.470%
3. MoA Retirement Income Fund — 96th percentile — 0.530%
4. MoA Clear Passage 2055 Fund — 87th percentile — 0.380%
5. MoA Clear Passage 2060 Fund — 87th percentile — 0.400%
6. MoA Clear Passage 2050 Fund — 86th percentile — 0.370%
7. MoA Clear Passage 2045 Fund — 85th percentile — 0.360%
8. MoA Clear Passage 2065 Fund — 84th percentile — 0.490%
9. MoA Clear Passage 2040 Fund — 83rd percentile — 0.370%
10. MoA Core Bond Fund — 82nd percentile — 0.450%
11. MoA Clear Passage 2030 Fund — 81st percentile — 0.430%
12. MoA Clear Passage 2035 Fund — 80th percentile — 0.400%
13. MoA Clear Passage 2070 Fund — 80th percentile — 0.410%
14. MoA Clear Passage 2025 Fund — 79th percentile — 0.440%
15. MoA Mid Cap Value Fund — 72nd percentile — 0.700%
16. MoA International Fund — 68th percentile — 0.480%
17. MoA Small Cap Value Fund — 67th percentile — 0.850%
18. MoA Conservative Allocation Fund — 66th percentile — 0.500%
19. MoA Catholic Values Index Fund — 54th percentile — 0.250%
20. MoA Mid Cap Growth Fund — 54th percentile — 0.630%
21. MoA Balanced Fund — 50th percentile — 0.570%
22. MoA Moderate Allocation Fund — 49th percentile — 0.380%
23. MoA Small Cap Equity Index Fund — 38th percentile — 0.250%
24. MoA Aggressive Allocation Fund — 36th percentile — 0.390%
25. MoA Mid Cap Equity Index Fund — 32nd percentile — 0.170%
26. MoA Small Cap Growth Fund — 26th percentile — 0.850%
27. MoA All America Fund — 20th percentile — 0.550%