About MAVKX
The MoA Small Cap Value Fund is an actively managed mutual fund specializing in U.S. small-cap value equities. Its primary objective is capital appreciation, achieved by investing in smaller companies that are considered undervalued yet possess strong business fundamentals, robust business models, and capable management teams. The fund employs a disciplined, bottom-up investment approach, blending fundamental analysis with both quantitative and qualitative risk management practices. It typically holds a diversified portfolio of 75 to 90 high-quality small-cap companies, often with market capitalizations below peer averages, and maintains a relatively low portfolio turnover.
Managed by an experienced team with decades of industry expertise, the MoA Small Cap Value Fund seeks to uncover opportunities in less-followed segments of the market, where inefficiencies may lead to mispricings. Its holdings span various sectors, prominently including consumer cyclical, industrials, financial services, basic materials, and energy. Benchmarked against the Russell 2000® Value Index, the fund aims to deliver value through consistent research and long-term investment perspective, making it a notable participant in the small-cap value segment of the U.S. equity market.
Fund Family Mutual of America
Category Small Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MAVKX
MAVKX had a total return of 10.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.42%.
