Mutual of America Equity Index Fund Class Institutional (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. The fund 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-5.61% 3 years+18.72%
3 months-3.20% 5 years+13.89%
1 year+10.94% Since inception+4.27%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.89%+14.10%
Expense ratio0.59%1.15%
Risk 5 year sharpe ratio1.161.03
Net assets$91.8M$3.5B
Average market cap$68.3B$97.7B
Average P/E18.618.0
Portfolio turnover4%4%

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 / 0 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock92.21%
International stock1.57%
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 Apple Inc3.02%
XOM Exxon Mobil Corporation2.33%
MSFT Microsoft Corp1.69%
JNJ Johnson & Johnson1.59%
GE General Electric Co1.42%
WFC Wells Fargo & Co1.36%
CVX Chevron Corp1.34%
BRKB Berkshire Hathaway Inc Class B1.23%
JPM JPMorgan Chase & Co1.17%
PG Procter & Gamble Co1.15%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.