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. It also purchases futures contracts on the S&P MidCap 400  Index. Substantially all of the fund's total assets are invested in securities included in the S&P MidCap 400  Index. Securities in the S&P MidCap 400  Index are generally issued by companies with mid-sized market capitalizations.


1 month-1.55% 3 years+12.76%
3 months+0.62% 5 years+21.31%
1 year+23.25% Since inception+8.31%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+21.31%+22.97%
Expense ratio0.70%1.23%
Risk 5 year sharpe ratio1.381.28
Net assets$51.1M$2.0B
Average market cap$4.5B$7.3B
Average P/E21.419.8
Portfolio turnover17%17%

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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. stock97.69%
International stock0.10%
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
AMG Affiliated Managers Group Inc0.72%
TSCO Tractor Supply Co0.68%
LKQ LKQ Corporation0.64%
HFC HollyFrontier Corp0.63%
HSIC Henry Schein, Inc.0.62%
GMCR Green Mountain Coffee Roasters, Inc.0.61%
CHD Church & Dwight Company, Inc.0.59%
PII Polaris Industries, Inc.0.59%
TRMB Trimble Navigation Ltd.0.57%
EQIX Equinix, Inc.0.56%

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