Morningstar

MoA Mid Cap Equity Index Fund MAMEX

Morningstar Medalist Rating
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Medalist Rating as of See Mutual of America Investment Hub
  • NAV / 1-Day Return $22.30  /  +0.54 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.170%
  • Net Expense Ratio 0.170%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.16%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis MAMEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MoA Mid Cap Equity Index Fund holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MAMEX

More MAMEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.31 16M
Technology

Okta Inc Class A

1.01 12M
Technology

United States Treasury Bills 3.66519%

0.88 10M
Government

TechnipFMC PLC

0.78 9M
Energy

nVent Electric PLC

0.76 9M
Industrials

ATI Inc

0.75 9M
Industrials

Entegris Inc

0.69 8M
Technology

United Therapeutics Corp

0.68 8M
Healthcare

XPO Inc

0.60 7M
Industrials

Tenet Healthcare Corp

0.60 7M
Healthcare

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