Mutual of America Mid Cap Equity Index Fund Class (MAMQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap 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 MidCap 400 ® Index. The fund invests primarily in the 400 common stocks included in the S&P MidCap 400 ® 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 MidCap 400 ® Index. Under normal circumstances, at least 80% of the fund's total assets are invested in securities included in the S&P 400 ® Index.


1 month+0.24% 3 years+16.23%
3 months+3.14% 5 years+15.42%
1 year+13.21% Since inception+8.52%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+15.42%+14.77%
Expense ratio0.63%1.22%
Risk 5 year sharpe ratio1.070.98
Net assets$22.9M$1.7B
Average market cap$4.8B$8.2B
Average P/E20.920.0
Portfolio turnover20%20%

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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. stock95.33%
International stock0.09%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 19.21%
Industrial materials 16.65%
Consumer goods 10.56%
Healthcare 10.28%
Consumer service 9.34%
Top 10 Holdings
Portfolio weighting
IJH iShares Core S&P Mid-Cap ETF0.86%
SWKS Skyworks Solutions Inc0.80%
EQIX Equinix Inc0.71%
AAP Advance Auto Parts Inc0.67%
SLG SL Green Realty Corp0.67%
HSIC Henry Schein Inc0.66%
HBI HanesBrands Inc0.65%
ENDP Endo International PLC0.64%
O Realty Income Corp0.61%
SIG Signet Jewelers Ltd0.61%

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