About MACHX
MoA Balanced Fund is a moderate allocation mutual fund designed to achieve both capital appreciation and current income through a diversified portfolio of U.S. equities, investment grade debt securities, and money market instruments. The fund employs a flexible approach to asset allocation, dynamically adjusting the proportion of equity and fixed income holdings based on market conditions and the relative attractiveness of each asset class. Notably, the fund prioritizes large-cap, high-quality companies that are strong dividend payers, with approximately 90% of equity holdings offering dividends, underscoring the focus on sustainable income and stability.
On the fixed income side, the fund invests primarily in high-quality, investment-grade bonds—mainly rated AA through BBB—issued by U.S. corporations and government entities. The portfolio typically maintains a moderate risk profile, with recent allocations around 57% equities, 37% bonds, and 5% cash or cash equivalents. Managed by a team of experienced professionals, MoA Balanced Fund is recognized for its disciplined, risk-aware investment process and cost efficiency within its category. This fund serves as a core holding for investors and institutions seeking balanced exposure to growth and income, leveraging both equity and fixed income markets to provide a well-rounded investment solution.
Fund Family Mutual of America
Category Allocation--50% to 70% Equity
Performance Rating High
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MACHX
MACHX had a total return of 10.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 52.34%.
