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Mutual of America Small Cap Value MAVKX

Quantitative rating as of | See Mutual of America Investment Hub
  • NAV / 1-Day Return 14.59  /  1.18 %
  • Total Assets 424.2 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.13%
  • Turnover 34%

Morningstar’s Analysis MAVKX

Will MAVKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Mutual of America Small Cap Value to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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