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Moa Conservative Allocation Fund (0P00003EH4)

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11.520 +0.010    +0.09%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 155.76M
Type:  Fund
Market:  United States
Issuer:  Mutual of America
Asset Class:  Equity
Mutual of America Conservative Allocation Fund 11.520 +0.010 +0.09%

0P00003EH4 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mutual of America Conservative Allocation Fund (0P00003EH4) fund. Our Mutual of America Conservative Allocation Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Condition

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Status

Name  Net %  Long %  Short %
Cash 1.520 1.540 0.020
Stocks 36.120 36.120 0.000
Bonds 62.330 62.330 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.060 16.669
Price to Book 2.824 2.497
Price to Sales 1.883 1.760
Price to Cash Flow 11.819 10.497
Dividend Yield 1.964 2.582
5 Years Earnings Growth 11.838 10.418

Sector Allocation

Name  Net % Category Average
Technology 25.200 18.701
Financial Services 13.680 15.154
Healthcare 12.010 12.484
Industrials 11.230 11.133
Consumer Cyclical 11.200 8.918
Communication Services 7.300 6.184
Consumer Defensive 6.200 7.346
Energy 4.220 6.442
Basic Materials 3.500 4.258
Real Estate 2.970 6.792
Utilities 2.480 3.887

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 0

Name ISIN Weight % Last Change %
MoA Intermediate Bond Fund - 34.05 - -
MoA Core Bond Fund - 29.19 - -
MoA Equity Index Fund - 26.45 - -
MoA International Fund - 5.16 - -
MoA Mid Cap Equity Index Fund - 5.15 - -

Top Equity Funds by Mutual of America

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mutual of America Equity Index Fund 5.69B 11.22 9.41 12.52
  Mutual of America Mid Cap Equity In 1.5B 7.81 4.48 9.57
  Mutual of America Moderate Allocati 409.06M 5.54 3.51 6.93
  Mutual of America Aggressive Alloca 341.2M 6.94 4.31 8.12
  Mutual of America Composite Fund 195.4M 3.19 6.21 7.62
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