Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Mutual of America Institutional Funds Inc Small Cap Growth Fund (MASSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in growth stocks issued by companies with small sized market capitalizations that the Adviser believes to possess above-average growth potential. At least 80% of the fund's total assets are invested in small-cap growth stocks and at least 85% of the fund's total assets will be invested in equity securities.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+7.98%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+13.02%
Expense ratio2.39%1.28%
Risk 5 year sharpe ratio1.081.04
Net assets$8.5M$1.0B
Average market cap$2.4B$3.8B
Average P/E28.829.4
Portfolio turnover54%54%

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 & tenureMarguerite Wagner / 10 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock98.96%
International stock1.04%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 14.36%
Healthcare 13.28%
Hardware 12.22%
Consumer goods 12.21%
Business service 9.15%
Top 10 Holdings
Portfolio weighting
FIVE Five Below Inc1.83%
FOE Ferro Corp1.67%
NPO EnPro Industries Inc1.65%
GVA Granite Construction Inc1.50%
ACHC Acadia Healthcare Company Inc1.48%
SNBR Sleep Number Corp1.40%
OMCL Omnicell Inc1.35%
PFPT Proofpoint Inc1.28%
-- 1.26%
HVT Haverty Furniture Companies Inc1.23%