Mutual of America Small Cap Growth Fund Institutional Class (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-6.71% 3 years+13.11%
3 months-3.85% 5 years+12.65%
1 year-2.10% Since inception+6.02%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.65%+14.84%
Expense ratio1.50%1.41%
Risk 5 year sharpe ratio0.850.85
Net assets$10.7M$805.6M
Average market cap$1.7B$2.6B
Average P/E27.424.8
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyMutual of America
Fund manager & tenureMarguerite Wagner / 7 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock94.38%
International stock1.14%
Fixed income0.00%
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
PLKI Popeyes Louisiana Kitchen Inc1.98%
ATRO Astronics Corp1.85%
DECK Deckers Outdoor Corp1.69%
ASGN On Assignment Inc1.39%
CAVM Cavium Inc1.37%
IGTE Igate Corp1.29%
TRGP Targa Resources Corp1.23%
SYNA Synaptics Inc1.22%
RAVN Raven Industries Inc1.19%
ARRS ARRIS Group Inc1.13%

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