Mutual of America Institutional Funds, Inc. - Small Cap Value Fund (MAVSX)
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Mutual of America Institutional Funds, Inc. - Small Cap Value Fund
Mutual of America Institutional Funds
320 Park Ave
New York, NY 10022
800-914-8716
Management Information
Stephen Rich,Lead Manager since April 30, 2007
President and Chief Equity Strategist of the Mutual of America Capital Management, joined the Adviser in February 2004, and has approximately 28 years of experience selecting securities for, and managing, equity portfolios. Mr. Rich has managed the mid cap value portfolio of the All America Fund since 2014, and the small cap value portfolio of the All America Fund since 2004.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Value
Fund FamilyMutual of America
Net Assets14.04M
YTD Return-5.62%
Yield1.86%
Morningstar Rating★★
Inception DateApr 30, 2007
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover42.41%
Average for CategoryN/A
Fees & Expenses
ExpenseMAVSXCategory Average
Annual Report Expense Ratio (net)0.85%1.16%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio2.45%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection628N/A
5 Yr Expense Projection1,223N/A
10 Yr Expense Projection2,994N/A
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