Morningstar

MoA Small Cap Growth Fund MAGKX

Morningstar Medalist Rating
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Medalist Rating as of See Mutual of America Investment Hub
  • NAV / 1-Day Return $16.85  /  +0.72 %
  • Fund Size $441.8M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis MAGKX

Will MAGKX 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 MAGKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAGKX 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 MAGKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MoA Small Cap Growth 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 MAGKX

More MAGKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

2.39 11M
Technology

ESCO Technologies Inc

2.29 11M
Technology

BioLife Solutions Inc

2.26 10M
Healthcare

Federal Signal Corp

2.10 10M
Industrials

Onto Innovation Inc

1.93 9M
Technology

Advanced Energy Industries Inc

1.88 9M
Industrials

Fabrinet

1.87 9M
Technology

PJT Partners Inc Class A

1.78 8M
Financial Services

Applied Industrial Technologies Inc

1.74 8M
Industrials

Quaker Houghton

1.72 8M
Basic Materials

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