Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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 to attempt to efficiently and cost effectively keep the fund fully invested on a daily basis in an attempt to minimize deviation from the performance of the S&P 500-® Index. 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+4.52% 3 years+12.62%
3 months+7.49% 5 years+15.88%
1 year+20.52% Since inception+5.54%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.88%+12.91%
Expense ratio1.55%0.98%
Risk 5 year sharpe ratio1.561.37
Net assets$42.9M$5.3B
Average market cap$89.8B$139.3B
Average P/E22.022.1
Portfolio turnover11%11%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureJamie Zendel / 3 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock98.64%
International stock0.86%
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 Apple3.60%
MSFT Microsoft2.58%
IVV iShares Core S&P 500 ETF1.98%
FB Facebook1.83%
AMZN Amazon1.72%
BRKB Berkshire Hathaway1.60%
JNJ Johnson & Johnson1.58%
XOM Exxon Mobil1.57%
JPM JPMorgan Chase1.52%
GOOGL Google1.30%