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

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
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.


1 month-2.14% 3 years+14.71%
3 months+1.12% 5 years+14.14%
1 year+4.25% Since inception+6.90%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.14%+14.84%
Expense ratio1.50%1.40%
Risk 5 year sharpe ratio0.950.96
Net assets$11.5M$804.1M
Average market cap$1.6B$2.8B
Average P/E26.326.3
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureMarguerite Wagner / 7 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock94.55%
International stock0.72%
Fixed income0.00%
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
IWO iShares Russell 2000 Growth1.99%
ATRO Astronics Corp1.69%
IWM iShares Russell 20001.32%
SAIA Saia Inc1.30%
TRGP Targa Resources Corp1.26%
IGTE Igate Corp1.23%
CAVM Cavium Inc1.21%
LOGM LogMeIn Inc1.14%
RRGB Red Robin Gourmet Burgers Inc1.11%
ASGN On Assignment Inc1.11%

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