| 12.56 Net Asset Value | -1.57% 1 Day | +12.75% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.44% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +6.44% | 3 years | +14.15% | |
| 3 months | +7.17% | 5 years | +7.09% | |
| 1 year | +19.77% | Since inception | +4.15% |
| MASSX | Category | |
|---|---|---|
| Performance 5-yr return | +7.09% | +8.20% |
| Expense ratio | 1.44% | 1.48% |
| Risk 5 year sharpe ratio | 0.40 | 0.39 |
| Net assets | $8.3M | $699.1M |
| Average market cap | $1.3B | $2.1B |
| Average P/E | 21.0 | 22.9 |
| Portfolio turnover | 63% | 63% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Mutual of America |
| Fund manager & tenure | Marguerite Wagner / 6 Years |
| Minimal initial investment | $25,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 14.36% |
| Healthcare | 13.28% |
| Hardware | 12.22% |
| Consumer goods | 12.21% |
| Business service | 9.15% |
| CVLT CommVault Systems, Inc. | 1.99% |
| AFCE AFC Enterprises, Inc. | 1.82% |
| AZZ AZZ, Inc. | 1.57% |
| HSNI HSN, Inc. | 1.43% |
| ODFL Old Dominion Freight Lines | 1.39% |
| FIRE Sourcefire, Inc. | 1.35% |
| GWR Genesee & Wyoming, Inc. Class A | 1.35% |
| RAVN Raven Industries, Inc. | 1.32% |
| EXXI Energy XXI (Bermuda) Ltd | 1.26% |
| AOS A.O. Smith Corporation | 1.20% |
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