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MoA Aggressive Allocation Fund MAANX

Medalist Rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 15.40  /  +0.33 %
  • Total Assets 341.2 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.00%
  • Turnover 13%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 9:33 PM GMT+0

Morningstar’s Analysis MAANX

Will MAANX outperform in future?

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

A sound investment process and strong management team underpin MoA Aggressive Allocation Fund's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings MAANX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MoA Equity Index Fund

36.05 123.0 Mil

MoA Mid Cap Equity Index Fund

20.17 68.8 Mil

MoA International Fund

18.71 63.8 Mil

MoA Core Bond Fund

16.17 55.2 Mil

MoA Small Cap Value Fund

4.79 16.3 Mil

MoA Small Cap Growth Fund

4.11 14.0 Mil

Us Dollars

0.00 5,369
Cash and Equivalents