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

13.06
Net Asset Value
+0.16%
1 Day
-0.65%
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-4.33% 3 years+7.88%
3 months+0.23% 5 years+12.88%
1 year+16.53% Since inception+8.11%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return+12.88%+13.96%
Expense ratio2.39%1.28%
Risk 5 year sharpe ratio1.000.98
Net assets$8.7M$1.1B
Average market cap$2.4B$4.0B
Average P/E28.832.3
Portfolio turnover54%54%

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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. stock98.96%
International stock1.04%
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 Inc1.83%
FOE Ferro Corp1.67%
NPO EnPro Industries Inc1.65%
GVA Granite Construction Inc1.50%
ACHC Acadia Healthcare Company Inc1.48%
SNBR Sleep Number Corp1.40%
OMCL Omnicell Inc1.35%
PFPT Proofpoint Inc1.28%
-- 1.26%
HVT Haverty Furniture Companies Inc1.23%