About MAAKX
The Mutual of America All America Fund is an open-end mutual fund designed to provide diversified exposure across the U.S. equity market. The fund employs a hybrid investment approach, combining passive and active management strategies. Approximately 60% of the portfolio is allocated to large-cap companies using a passive, index-based strategy focused on stocks included in the S&P 500 Index, while around 40% targets small- and mid-capitalization companies through active management. This dual approach aims to deliver broad market participation while seeking outperformance relative to major benchmarks such as the Russell 3000 and S&P 500 indices.
The fund holds a wide array of common stocks, with over 700 individual holdings, and its top ten positions feature major U.S. corporations from technology, consumer, and financial sectors, including Apple, Microsoft, Amazon, and Berkshire Hathaway. The Mutual of America All America Fund is classified within the Large Blend category, offering investors a core holding that reflects the overall U.S. equity landscape. Its diversified nature, cost-conscious expense ratio, and focus on mainstream U.S. businesses make it a significant option for institutions and individuals seeking broad market access and a balance of risk across company sizes and sectors.
Fund Family Mutual of America
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MAAKX
MAAKX had a total return of 19.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 54.48%.
