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Mutual of America Institutional Funds Inc Equity Index Fund (MAEQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks investment results that correspond to the investment performance of the S&P 500  Index. The fund invests primarily in the 500 common stocks included in the S&P 500  Index to replicate, to the extent practicable, the weightings of such stocks in the index. It also purchases futures contracts on the S&P 500  Index to invest available cash prior to the purchase of common stocks. Under normal circumstances, at least 80% of the fund's total assets are invested in securities included in the S&P 500  Index.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+4.44%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return--+11.68%
Expense ratio0.58%1.08%
Risk 5 year sharpe ratio1.181.01
Net assets$33.4M$3.6B
Average market cap$72.5B$101.5B
Average P/E19.019.3
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureJamie Zendel / 1 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock97.79%
International stock1.29%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.25%
Energy 12.09%
Industrial materials 11.78%
Consumer goods 11.02%
Healthcare 10.78%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.56%
IVV iShares Core S&P 500 ETF2.08%
MSFT Microsoft2.00%
XOM Exxon Mobil1.76%
JNJ Johnson & Johnson1.46%
GE General Electric1.44%
BRKB Berkshire Hathaway1.38%
WFC Wells Fargo1.36%
JPM JPMorgan Chase1.27%
FB Facebook1.15%