Morningstar

MoA Catholic Values Index Fund Class MACCX

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

Strategy

The investment seeks investment results that correspond to the investment performance of the S&P 500® Catholic Values Index. The fund primarily invests in the common stocks included in the S&P 500® Catholic Values Index ("Catholic Values index") to replicate, to the extent practicable and cost effective, the weightings of such stocks in the Catholic Values index. The Catholic Values index is designed to provide exposure to U.S. equity securities included in the S&P 500® Index while maintaining alignment with the moral and social teachings of the Catholic Church. The fund is non-diversified.

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
MACCX	MoA Catholic Values Index Fund Class	No Load	Open			Sep 30, 2020	$12.17M	0.250%	Low	$1,000	$1.18M

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