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
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.


1 month-1.37% 3 years+17.32%
3 months+0.98% 5 years+17.55%
1 year+7.19% Since inception+4.60%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+17.55%+12.97%
Expense ratio0.58%1.10%
Risk 5 year sharpe ratio1.301.16
Net assets$33.2M$3.9B
Average market cap$71.4B$104.9B
Average P/E19.118.4
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. stock93.97%
International stock1.23%
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 Apple3.74%
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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