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

13.21
Net Asset Value
+0.46%
1 Day
+9.08%
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+7.91%
Data through --

Peer Comparisonvs. Small growth

 MASSXCategory
Performance 5-yr return--+17.65%
Expense ratio1.39%1.37%
Risk 5 year sharpe ratio1.041.05
Net assets$7.1M$835.3M
Average market cap$2.0B$2.9B
Average P/E29.428.2
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. stock94.73%
Cash4.48%
International stock0.79%
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 Inc1.78%
ATRO Astronics Corp1.64%
ABMD Abiomed Inc1.57%
TREX Trex Co Inc1.35%
DRII Diamond Resorts International Inc1.35%
SCOR Comscore Inc1.31%
DXCM DexCom Inc1.28%
QRVO Qorvo Inc1.24%
PFPT Proofpoint Inc1.19%
SBRA Sabra Health Care REIT Inc1.12%