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

10.00
Net Asset Value
-0.70%
1 Day
+3.09%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.58%
Expense Ratio
Below Average
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.

Performance

1 month+0.52% 3 years+19.57%
3 months+1.25% 5 years+16.54%
1 year+13.11% Since inception+4.54%
Data through --

Peer Comparisonvs. Large blend

 MAEQXCategory
Performance 5-yr return+16.54%+12.97%
Expense ratio0.58%1.11%
Risk 5 year sharpe ratio1.090.96
Net assets$33.2M$3.8B
Average market cap$71.4B$102.0B
Average P/E19.117.6
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--

Holdings

U.S. stock93.97%
Cash4.80%
International stock1.23%
Fixed income0.00%
Other0.00%
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 Apple3.74%
XOM Exxon Mobil1.83%
MSFT Microsoft1.70%
JNJ Johnson & Johnson1.44%
BRKB Berkshire Hathaway1.36%
WFC Wells Fargo1.31%
GE General Electric1.29%
JPM JPMorgan Chase1.16%
PG Procter & Gamble1.14%
IVV iShares Core S&P 500 ETF1.13%

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