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

13.17
Net Asset Value
0.00%
1 Day
+8.75%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.39%
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+1.57% 3 years+17.07%
3 months+2.21% 5 years+16.70%
1 year+13.75% Since inception+7.32%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return+16.70%+15.12%
Expense ratio1.39%1.37%
Risk 5 year sharpe ratio0.800.94
Net assets$6.5M$817.7M
Average market cap$2.0B$2.9B
Average P/E29.428.0
Portfolio turnover64%64%

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 / 8 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock94.73%
Cash4.48%
International stock0.79%
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
RRGB Red Robin Gourmet Burgers Inc1.78%
ATRO Astronics Corp1.64%
ABMD Abiomed Inc1.57%
TREX Trex Co Inc1.35%
DRII Diamond Resorts International Inc1.35%
SCOR Comscore Inc1.31%
DXCM DexCom Inc1.28%
QRVO Qorvo Inc1.24%
PFPT Proofpoint Inc1.19%
SBRA Sabra Health Care REIT Inc1.12%

To view my watchlist

Not a member yet?

Sign up now for a free account