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Mutual of America Institutional Funds Inc Small Cap Growth Fund (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-9.87% 3 years+4.30%
3 months-16.94% 5 years+3.36%
1 year-19.49% Since inception+4.77%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+3.36%+9.40%
Expense ratio1.39%1.35%
Risk 5 year sharpe ratio0.450.49
Net assets$5.9M$756.9M
Average market cap$1.6B$2.8B
Average P/E25.224.3
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--


U.S. stock94.61%
International stock2.16%
Fixed income0.01%
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 Growth ETF2.16%
CST CST Brands Inc1.92%
ABMD Abiomed Inc1.41%
ALGT Allegiant Travel Co1.29%
ATRO Astronics Corp1.26%
HVT Haverty Furniture Companies Inc1.23%
SAFT Safety Insurance Group Inc1.21%
PFPT Proofpoint Inc1.21%
IMPV Imperva Inc1.18%
SHOO Steven Madden Ltd1.18%

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