Morningstar

MoA Aggressive Allocation Fund MAANX

Morningstar Medalist Rating
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Medalist Rating as of See Mutual of America Investment Hub
  • NAV / 1-Day Return $17.19  /  +0.53 %
  • Fund Size $342.9M
  • Adjusted Expense Ratio 0.390%
  • Net Expense Ratio 0.090%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.86%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis MAANX

Will MAANX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAANX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAANX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MAANX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MoA Aggressive Allocation Fund holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MAANX

More MAANX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MoA Equity Index Fund

33.31 113M
—

MoA International Fund

15.52 53M
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MoA Core Bond Fund

12.97 44M
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MoA Large Cap Value Index Fund

8.82 30M
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MoA Mid Cap Equity Index Fund

8.74 30M
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MoA Large Cap Growth Index Fund

8.43 29M
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MoA Small Cap Value Fund

2.94 10M
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MoA Small Cap Growth Fund

2.89 10M
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MoA Intermediate Bond Fund

2.41 8M
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MoA Mid Cap Growth Fund

1.99 7M
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