Morningstar

MoA Moderate Allocation Fund MAMOX

Morningstar Medalist Rating
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Medalist Rating as of See Mutual of America Investment Hub
  • NAV / 1-Day Return $14.80  /  +0.41 %
  • Fund Size $390.1M
  • Adjusted Expense Ratio 0.380%
  • Net Expense Ratio 0.080%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.35%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis MAMOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MoA Moderate Allocation 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.

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Portfolio Holdings MAMOX

More MAMOX Holdings
  • 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

32.42 125M
—

MoA Core Bond Fund

22.65 87M
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MoA Intermediate Bond Fund

12.60 49M
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MoA International Fund

10.26 40M
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MoA Large Cap Value Index Fund

6.82 26M
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MoA Large Cap Growth Index Fund

6.62 26M
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MoA Mid Cap Equity Index Fund

5.68 22M
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MoA Mid Cap Growth Fund

1.99 8M
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MoA Mid Cap Value Fund

0.97 4M
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