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

13.45
Net Asset Value
+0.23%
1 Day
+2.31%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.39%
Expense Ratio
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-1.07% 3 years+8.19%
3 months+0.01% 5 years+13.50%
1 year+22.41% Since inception+7.62%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return+13.50%+11.88%
Expense ratio2.39%1.27%
Risk 5 year sharpe ratio0.830.87
Net assets$8.4M$1.1B
Average market cap$2.5B$3.4B
Average P/E24.526.7
Portfolio turnover62%62%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureMarguerite Wagner / 10 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock98.86%
International stock1.14%
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
FIVE Five Below Inc1.91%
NPO EnPro Industries Inc1.76%
FOE Ferro Corp1.63%
GVA Granite Construction Inc1.58%
SNBR Sleep Number Corp1.55%
-- 1.46%
SNHY Sun Hydraulics Corp1.32%
PFPT Proofpoint Inc1.25%
OMCL Omnicell Inc1.23%
THO Thor Industries Inc1.18%