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Moa Balanced Fund (0P00003BSW)
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Mutual of America Composite Fund
20.430
+0.030
+0.15%
- Overview
- Profile
- Historical Data
- Holdings
0P00003BSW Overview
On this page you'll find an in-depth profile of Moa Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00003BSW among other information.
Investment Strategy
The investment seeks capital appreciation and current income. The fund invests a portion of its assets in equity and in fixed income (including money market) securities, where the portion in each category of securities will vary based on Mutual of America Capital Management LLC's (the "Adviser") view of current economic and market conditions.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher Malfant | Executive Vice President | 2022 | Now |
| Biography | Christopher Malfant, Executive Vice President, joined Mutual of America Capital Management in June 2022 and has approximately 15 years of experience in the financial industry with a focus on managing fixed income portfolios. | ||
| Joseph R. Gaffoglio | Executive Vice President | 2016 | Now |
| Biography | Joseph R. Gaffoglio, Executive Vice President of Mutual of America Capital Management LLC, since 2014. Gaffoglio is a senior vice president of America Capital Management Corporation, and joined the firm in 2005 from Prudential Equity Group, LLC. He has approximately 17 years of experience in the financial industry. Mr. Gaffoglio’s primary focus has been quantitative research and risk management. | ||
| Jacqueline Sabella | Senior Vice President | 2015 | Now |
| Biography | Jacqueline Sabella, Senior Vice President of the Mutual of America Capital Management LLC, joined the Adviser in 2005. She has approximately 36 years of experience selecting securities for, and managing, equity portfolios. | ||
| Andrew L. Heiskell | Executive Vice President | 1993 | 2021 |
| Biography | Mr. Heiskell joined Mutual of America Life Company in 1991 as Vice President of Separate Accounts. In 1993, he transferred to the newly-created Mutual of America Capital Management LLC. His experience has led to attainment of increasingly senior positions within the organization. Prior to joining Mutual of America, he held portfolio management positions at MD Sass, GTE Corporation, Chemical Bank and Fidelity Investment Management. He earned an undergraduate degree from the University of Tennessee and was awarded a J.D. from University of Georgia School of Law. Mr. Heiskell is a past President of the Bond Portfolio Managers Association and a former Director of the Fixed Income Analysts Society. He has taught Fixed Income Management at the New York Institute of Finance and has lectured on the subject at the University of Michigan, Yale University and the United States Military Academy at West Point. | ||
| Thomas J. Dillman | executive Vice President | 2003 | 2016 |
| Biography | Dillman is the executive vice president of Mutual of America Capital Management Corporation, and joined the firm in August, 2003. Prior to that, Dillman was director of Equity Research at Deutsche Bank, and previously, he was head of research at State Street Research. | ||
| Gary P. Wetterau | Executive Vice President | 1995 | 2015 |
| Biography | Gary Wetterau, CFA, Industry Experience: 1995-Present Mutual of America Capital Management Corporation 1997-Present Senior Vice President, Fixed Income Portfolio Management 1995-1997 Vice President, Fixed Income Portfolio Management 1984-1995 M.D. Sass Fixed Income Portfolio Manager, Quantitative Analyst 1977-1984 United States Air Force Missile Combat Crew Commander and Resource Manager. Education: University of Arizona, MBA, Finance, 1982 United States Air Force Academy, BS. | ||
| Mary E. Canning | Vice President, Associate Portfolio Manager | 1999 | 2006 |
| Biography | Canning is a vice president and associate portfolio manager with Phoenix Investment Counsel. She joined the company in 1982. | ||
| Thomas Verage | Senior Vice President | 1989 | 1994 |
| Biography | Verage joined Mutual of America in 1989 and is currently senior vice president. Prior to Mutual of America, Verage worked for Neuberger & Berman and Citicorp. He considers his investment philosophy to be "value-oriented". | ||
| I. Charles Rinaldi | Senior Portfolio Manager | 1989 | 1994 |
| Biography | Charles Rinaldi serves as managing director and senior portfolio manager for the Value Equity team at Wells Capital Management. He has oversight and portfolio management responsibility for the team’s Small Cap Value and SMID Cap Value services. Charles joined Wells Capital Management from Strong Capital Management. Prior to joining Strong in 1997 as head of its small cap value investment service, he was senior vice president and portfolio manager at Mutual of America Capital Management Corporation. Previously, he was a portfolio manager at Glickenhaus and Company, Lehman Management Company, Arnhold & S. Bleichroeder, and Gintel & Company; and was a security analyst for 10 years at Merrill Lynch Capital Markets. Charles received a bachelor’s degree cum laude from St. Michaels College. He earned his master’s degree in business administration, graduating with high distinction from Babson College. Charles is a member of the National Honor Society, the CFA Institute, and the New York Society of Security Analysts. | ||
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