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.
- NAV / 1-Day Return 14.59 / 1.18 %
- Total Assets 424.2 Mil
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Adj. Expense Ratio
- 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.