MACHX Mutual Fund
MACHX Mutual Fund
MoA Balanced Fund
MACHX Mutual Fund Overview
MACHX Mutual Fund (MoA Balanced Fund) is managed by MUTUAL OF AMERICA INVESTMENT CORPORATION with $184.4M in net assets. MACHX expense ratio is 0.57%, holding 398 positions across sectors including Information Technology, Financials, Other. Inception date: 1984-12-31.
MACHX performance shows a YTD return of 6.71%. The 1-year return is 17.32% and the 5-year return is 8.77%. MACHX dividend yield stands at 11.01%, paid semi-annually.
MACHX top holdings include Nvidia Corp (4.3%), Apple Inc (4.1%), Treasury Bill 0% Apr 28, 2026 (3.3%), Microsoft Corp 4.100 Feb 06 37 (3.1%), Broadcom Inc (2.5%). View all MACHX holdings, sector breakdown, or dividend history.
MACHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACHX alternatives are available via the screener, along with tax-loss harvesting opportunities.