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

12.94
Net Asset Value
+1.49%
1 Day
+6.85%
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-- 3 years--
3 months-- 5 years--
1 year-- Since inception+7.32%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return--+15.12%
Expense ratio1.39%1.38%
Risk 5 year sharpe ratio0.800.82
Net assets$6.5M$812.0M
Average market cap$1.7B$2.9B
Average P/E28.528.3
Portfolio turnover64%64%

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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. stock95.14%
Cash4.02%
International stock0.85%
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 Inc1.80%
ROG Rogers Corp1.34%
SAIA Saia Inc1.33%
ATRO Astronics Corp1.33%
SCOR Comscore Inc1.28%
IWC iShares Micro-Cap ETF1.27%
IMPV Imperva Inc1.22%
DXCM DexCom Inc1.22%
IGTE IGATE Corp1.21%
DRII Diamond Resorts International Inc1.21%

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