| 13.52 Net Asset Value | -0.07% 1 Day | +15.26% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 0.70% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +5.05% | 3 years | +18.32% | |
| 3 months | +8.51% | 5 years | +8.35% | |
| 1 year | +29.66% | Since inception | +7.35% |
| MAMQX | Category | |
|---|---|---|
| Performance 5-yr return | +8.35% | +6.81% |
| Expense ratio | 0.70% | 1.27% |
| Risk 5 year sharpe ratio | 0.46 | 0.35 |
| Net assets | $44.5M | $1.4B |
| Average market cap | $3.6B | $6.2B |
| Average P/E | 18.0 | 18.1 |
| Portfolio turnover | 17% | 17% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Mutual of America |
| Fund manager & tenure | Benjamin Heben / 2 Years |
| Minimal initial investment | $25,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 19.21% |
| Industrial materials | 16.65% |
| Consumer goods | 10.56% |
| Healthcare | 10.28% |
| Consumer service | 9.34% |
| REGN Regeneron Pharmaceuticals, Inc. | 1.09% |
| EQIX Equinix, Inc. | 0.82% |
| HFC HollyFrontier Corp | 0.77% |
| AME Ametek, Inc. | 0.75% |
| VRTX Vertex Pharmaceuticals | 0.74% |
| KSU Kansas City Southern, Inc. | 0.74% |
| RAX Rackspace Hosting, Inc. | 0.66% |
| MAC Macerich Company | 0.65% |
| PVH PVH Corp | 0.65% |
| CHD Church & Dwight Company, Inc. | 0.62% |
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