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Morningstar

Mutual of America Mid Cap Value MAMVX

Morningstar Analyst Rating
Quantitative rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 17.02  /  1.07 %
  • Total Assets 121.7 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.62%
  • Turnover 24%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MAMVX

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

People Pillar

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

Summary

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Mutual of America Mid Cap Value’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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