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Mutual of America Institutional Funds Inc Mid-Cap Equity Index Fund (MAMQX)

11.98
Net Asset Value
+1.18%
1 Day
+9.01%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
1.57%
Expense Ratio
Average
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. Under normal circumstances, at least 80% of the fund's total assets are invested in securities included in the S&P 400  Index, which are typically companies with market capitalizations in the range of $3.0 billion to $15.0 billion.

Performance

1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+8.25%
Data through --

Peer Comparisonvs. Mid-cap blend

 MAMQXCategory
Performance 5-yr return--+14.34%
Expense ratio1.57%1.13%
Risk 5 year sharpe ratio1.201.06
Net assets$21.8M$1.8B
Average market cap$4.4B$6.4B
Average P/E21.518.8
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureJamie Zendel / 2 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock99.05%
Cash0.78%
International stock0.17%
Fixed income0.00%
Other0.00%
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
TTC Toro Co0.66%
IDXX IDEXX Laboratories Inc0.65%
INGR Ingredion Inc0.63%
WWAV WhiteWave Foods Co0.63%
DRE Duke Realty Corp0.63%
RMD ResMed Inc0.60%
SNPS Synopsys Inc0.58%
CDK CDK Global Inc0.56%
ARE Alexandria Real Estate Equities Inc0.55%
Y Alleghany Corp0.53%