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

13.99
Net Asset Value
-0.55%
1 Day
+6.43%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.25%
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+3.53% 3 years+8.07%
3 months+3.88% 5 years+12.83%
1 year+20.18% Since inception+7.89%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return+12.83%+11.88%
Expense ratio2.25%1.26%
Risk 5 year sharpe ratio0.860.90
Net assets$8.7M$1.1B
Average market cap$2.6B$3.6B
Average P/E22.726.5
Portfolio turnover62%62%

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 / 11 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock99.19%
International stock0.81%
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 Inc1.95%
FOE Ferro Corp1.65%
PFPT Proofpoint Inc1.64%
NPO EnPro Industries Inc1.50%
NKTR Nektar Therapeutics1.49%
GVA Granite Construction Inc1.43%
NEWR New Relic Inc1.40%
SNBR Sleep Number Corp1.35%
EPAM EPAM Systems Inc1.27%
ZEN Zendesk Inc1.27%