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MoA Conservative Allocation Fund (MACAX)

11.88 +0.02 (+0.17%)
At close: October 18 at 8:00 PM EDT
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DELL
  • Previous Close 11.86
  • YTD Return 9.41%
  • Expense Ratio 0.47%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 159.19M
  • Beta (5Y Monthly) 0.71
  • Yield 2.43%
  • 5y Average Return --
  • Holdings Turnover 12.65%
  • Last Dividend 0.13
  • Inception Date May 20, 2003

The fund invests the majority of its assets in shares of fixed income shares of other funds of the Investment Company and also invests in equity IC Funds. The fund's target allocation currently is approximately 60% to 70% of net assets in fixed income IC funds and approximately 30% to 40% of net assets in equity IC funds.

Mutual of America

Fund Family

Allocation--30% to 50% Equity

Fund Category

159.19M

Net Assets

2003-05-20

Inception Date

Performance Overview: MACAX

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Trailing returns as of 10/18/2024. Category is Allocation--30% to 50% Equity.

YTD Return

MACAX
9.41%
Category
5.91%
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1-Year Return

MACAX
17.38%
Category
18.59%
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3-Year Return

MACAX
3.21%
Category
8.56%
?

5-Year Return

MACAX
5.27%
Category
7.44%
?

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Holdings: MACAX

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Top 6 Holdings (100.00% of Total Assets)

SymbolCompany% Assets
MABDX
MoA Core Bond Fund 31.85%
MAMBX
MoA Intermediate Bond Fund 27.05%
MAEIX
MoA Equity Index Fund 26.79%
MAIFX
MoA International Fund 5.23%
MAMEX
MoA Mid Cap Equity Index Fund 5.11%
MAAXX
Mutual of America Investment Corporation - Money Market Fund 3.97%

Sector Weightings

Recent News: MACAX

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Research Reports: MACAX

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