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Moa Conservative Allocation Fund (0P00003EH4)

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11.350 +0.080    +0.71%
03/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 152.14M
Mutual of America Conservative Allocation Fund 11.350 +0.080 +0.71%

0P00003EH4 Overview

 
Find basic information about the Moa Conservative Allocation Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003EH4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.97%
Prev. Close11.27
Risk Rating
TTM Yield2.24%
ROE29.02%
IssuerN/A
Turnover12.65%
ROA11.64%
Inception DateMay 20, 2003
Total Assets152.14M
Expenses0.13%
Min. Investment3,000
Market Cap130.64B
CategoryAllocation - - 30% to 50% Equity
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Moa Conservative Allocation Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1013 1050 1109 1064 1270 1590
Fund Return 1.34% 4.99% 10.91% 2.09% 4.89% 4.75%
Place in category 145 291 90 108 144 57
% in Category 35 62 26 23 36 19

Top Equity Funds by Mutual of America

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mutual of America Equity Index Fund 5.47B 10.50 11.32 12.79
  Mutual of America Mid Cap Equity In 1.52B 9.95 6.79 9.80
  Mutual of America Moderate Allocati 402.14M 5.62 4.90 7.16
  Mutual of America Aggressive Alloca 337.09M 7.08 5.91 8.31
  Mutual of America Composite Fund 186.84M 3.19 6.21 7.62

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Wellesley Income Admiral 42.33B 1.92 2.19 5.40
  Vanguard LifeStrategy Cnsrv Gr Inv 10.26B 2.71 1.29 4.85
  Vanguard Tax-Managed Balanced Adm 9.58B 4.92 5.28 7.53
  Vanguard Wellesley Income Inv 9.21B 1.90 2.11 5.33
  BlackRock Multi-Asset Income Instl 5.98B 2.61 1.91 4.08

Top Holdings

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 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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