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Moa Balanced Fund (0P00003BSW)

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20.430 +0.030    +0.15%
14/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 194.67M
Type:  Fund
Market:  United States
Issuer:  Mutual of America
Asset Class:  Equity
Mutual of America Composite Fund 20.430 +0.030 +0.15%

0P00003BSW Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mutual of America Composite Fund (0P00003BSW) fund. Our Mutual of America Composite Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.240 4.240 0.000
Stocks 62.870 62.870 0.000
Bonds 32.880 32.880 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.986 18.119
Price to Book 3.940 3.069
Price to Sales 2.162 2.057
Price to Cash Flow 12.985 11.891
Dividend Yield 1.826 2.016
5 Years Earnings Growth 11.541 11.275

Sector Allocation

Name  Net % Category Average
Technology 32.750 22.893
Healthcare 13.810 13.354
Consumer Cyclical 12.540 10.045
Financial Services 10.250 15.002
Industrials 8.700 10.843
Consumer Defensive 5.880 6.285
Communication Services 5.440 7.241
Energy 5.230 5.530
Basic Materials 1.970 3.508
Real Estate 1.920 3.514
Utilities 1.510 3.086

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 343

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.61 442.57 +0.22%
  Apple US0378331005 4.93 212.49 -0.82%
  NVIDIA US67066G1040 3.20 131.88 +1.75%
  Broadcom US11135F1012 2.15 1,735.04 +3.34%
  Eli Lilly US5324571083 1.74 878.45 -0.55%
  JPMorgan US46625H1005 1.71 193.78 +0.06%
United States Treasury Notes 2.88% - 1.64 - -
U.S. Treasury Security Stripped Interest Security - 1.54 - -
  Amazon.com US0231351067 1.46 183.66 -0.09%
  UnitedHealth US91324P1021 1.29 497.12 -0.04%

Top Equity Funds by Mutual of America

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mutual of America Equity Index Fund 5.65B 11.22 9.41 12.52
  Mutual of America Mid Cap Equity In 1.49B 7.81 4.48 9.57
  Mutual of America Moderate Allocati 407.82M 5.54 3.51 6.93
  Mutual of America Aggressive Alloca 339.51M 6.94 4.31 8.12
  Mutual of America Conservative Allo 155.61M 1.34 2.09 4.75
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