Breaking News
FLASH SALE 0
🔎 FLASH SALE: 50% off InvestingPro | See what others miss, trade with confidence.
Claim Sale
Close

Moa Balanced Fund (0P00003BSW)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
23.120 -0.010    -0.04%
14/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 212.93M
Mutual of America Composite Fund 23.120 -0.010 -0.04%

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

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.540 2.540 0.000
Shares 61.470 61.470 0.000
Bonds 36.000 36.000 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.748 19.314
Price to Book 4.664 3.310
Price to Sales 2.544 2.309
Price to Cash Flow 12.576 12.535
Dividend Yield 1.552 1.896
5 Years Earnings Growth 10.171 10.800

Sector Allocation

Name  Net % Category Average
Technology 33.030 24.735
Consumer Cyclical 11.090 10.074
Financial Services 10.940 15.745
Healthcare 10.900 12.302
Industrials 10.460 10.242
Communication Services 9.040 7.731
Consumer Defensive 4.310 5.994
Energy 3.600 4.801
Utilities 3.550 3.230
Basic Materials 1.860 3.146
Real Estate 1.210 3.213

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 408

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Microsoft US5949181045 4.51 513.43 -0.03%
  NVIDIA US67066G1040 4.08 179.83 -0.11%
  Apple US0378331005 3.95 249.34 +0.63%
  Broadcom US11135F1012 2.35 351.33 +2.09%
  Alphabet A US02079K3059 1.97 251.03 +2.27%
  JPMorgan US46625H1005 1.81 305.69 +1.20%
  Visa A US92826C8394 1.42 345.69 -0.77%
  AT&T US00206R1023 1.24 26.07 -0.23%
  Ralph Lauren A US7512121010 1.18 318.44 +0.16%
  Booking US09857L1089 1.17 5,080.86 -3.77%

Top Equity Funds by Mutual of America

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mutual of America Equity Index Fund 6.04B 14.68 24.74 15.12
  Mutual of America Mid Cap Equity In 1.42B 5.57 15.63 10.63
  Mutual of America Moderate Allocati 395.02M 12.70 15.51 8.70
  Mutual of America Aggressive Alloca 335.83M 13.32 17.78 10.12
  Mutual of America Mid Cap Value Fun 185.37M -2.99 2.27 6.85
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00003BSW Comments

Write your thoughts about Moa Balanced Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email