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MoA Conservative Allocation Fund (MACAX)

11.73
+0.03
+(0.26%)
At close: 8:01:28 PM EDT

Investment Information

Min Initial Investment
3,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Raymond James
  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Mutual of America
Net Assets 147.48M
YTD Return 0.96%
Yield 3.02%
Morningstar Rating
Inception Date May 20, 2003

Performance & Risk

YTD Return 2.36%
5y Average Return 4.89%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

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