Morningstar

MoA Conservative Allocation Fund MACAX

Medalist Rating as of Aug 31, 2026 See Mutual of America Investment Hub

Strategy

The investment seeks current income and, to a lesser extent, capital appreciation. The fund invests the majority of its assets in shares of fixed income funds of the Investment Company (“IC Funds”) and also invests in equity IC Funds. The IC Funds selected may be actively managed or passively managed or a mix of both. The fund’s target allocation currently is approximately 35% to 45% of net assets in equity IC Funds and approximately 55% to 65% of net assets in fixed income IC Funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MACAX	MoA Conservative Allocation Fund	No Load	Open			May 20, 2003	$139.76M	0.500%	Below Average	$1,000	−$15.47M

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