Mutual of America Institutional Funds Inc Bond Fund (MABOX)

9.64
Net Asset Value
+0.21%
1 Day
-1.86%
Year-to-Date
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
1.79%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide a high level of current income; the secondary objective is the preservation of shareholders' capital. The fund invests primarily in publicly-traded- investment-grade debt securities. At least 80% of the fund's assets are invested in investment grade securities issued by U.S. corporations or by the U.S. government or its agencies- such as bonds- notes- debentures- zero coupon securities and mortgage-backed securities. Bonds are debt instruments that can be issued by the federal government- government agencies and subdivisions- states- cities- corporations and other institutions.

Performance

1 month+0.62% 3 years+1.60%
3 months+0.05% 5 years+2.16%
1 year-1.00% Since inception+4.57%
Data through --

Peer Comparisonvs. Intermediate-term bond

 MABOXCategory
Performance 5-yr return+2.16%+1.73%
Expense ratio1.79%0.77%
Risk 5 year sharpe ratio0.510.35
Net assets$18.9M$4.4B
Average market cap--$4.7B
Average P/E----
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureAndrew Heiskell / 22 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

Fixed income99.14%
Cash0.86%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 7.76%
-- 4.10%
-- 3.96%
-- 3.83%
-- 3.27%
-- 2.92%
-- 2.87%
-- 1.97%
-- 1.03%
-- 0.92%