Mutual of America Small Cap Growth Fund Institutional Class (MASSX)

13.75
Net Asset Value
+0.44%
1 Day
-3.98%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.44%
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-7.41% 3 years+8.22%
3 months-5.56% 5 years+19.09%
1 year+25.63% Since inception+7.31%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return+19.09%+24.46%
Expense ratio1.44%1.44%
Risk 5 year sharpe ratio1.281.28
Net assets$11.3M$872.8M
Average market cap$1.8B$2.8B
Average P/E23.728.0
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 / 6 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock98.62%
International stock1.38%
Fixed income0.00%
Cash0.00%
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 Corporation2.01%
SUSS Susser Holdings Corporation1.79%
RAVN Raven Industries, Inc.1.56%
ASGN On Assignment, Inc.1.49%
PLKI AFC Enterprises, Inc.1.37%
IGTE iGATE Corporation1.36%
ARRS ARRIS Group Inc1.31%
-- Responsys Inc1.23%
CIR Circor International, Inc.1.17%
BCOV Brightcove Inc1.17%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.