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-0.55% 3 years+11.29%
3 months+1.63% 5 years+14.09%
1 year+16.17% Since inception+5.62%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.09%+14.24%
Expense ratio1.55%0.97%
Risk 5 year sharpe ratio1.411.23
Net assets$46.7M$5.4B
Average market cap$89.8B$153.3B
Average P/E22.020.7
Portfolio turnover8%8%

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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%