MACAX Mutual Fund

MACAX Mutual Fund (MoA Conservative Allocation Fund) is managed by MUTUAL OF AMERICA INVESTMENT CORPORATION with $163.0M in net assets. MACAX expense ratio is 0.50%, holding 7 positions across various sectors. Inception date: 2003-05-20.

MACAX performance shows a YTD return of 4.18%. The 1-year return is 9.41% and the 5-year return is 4.39%. MACAX dividend yield stands at 6.89%, paid monthly.

MACAX top holdings include Moa Core Bond Fund (34.3%), Moa Investment Corp Equity Index Fund (29.2%), Moa Intermediate Bond Fund (20.2%), Moa International Fund (6.5%), Moa Investment Corp Mid Cap Equity Index Fund (5.3%). Go to all MACAX holdings, MACAX sectors, or MACAX dividends.

MACAX can be compared against other funds. Use MACAX overlap to find shared positions, or MACAX vs another fund for a side-by-side view. MACAX alternatives are available via the screener, along with tax-loss harvesting opportunities.