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

10.52
Net Asset Value
+4.16%
1 Day
-9.06%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.51%
Expense Ratio
Below Average
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.

Performance

1 month-1.42% 3 years+6.86%
3 months+3.62% 5 years+6.49%
1 year-11.36% Since inception+5.76%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return+6.49%+6.48%
Expense ratio2.51%1.34%
Risk 5 year sharpe ratio0.440.48
Net assets$6.5M$821.4M
Average market cap$1.6B$2.8B
Average P/E24.523.6
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureMarguerite Wagner / 9 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock97.70%
Cash1.67%
International stock0.63%
Fixed income0.00%
Other0.00%
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
ATRO Astronics Corp2.86%
WDFC WD-40 Co1.64%
CST CST Brands Inc1.57%
NWN Northwest Natural Gas Co1.44%
WCG WellCare Health Plans Inc1.41%
AZZ AZZ Inc1.35%
TREX Trex Co Inc1.35%
EBS Emergent BioSolutions Inc1.35%
RRGB Red Robin Gourmet Burgers Inc1.34%
POL PolyOne Corp1.28%

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