MACHX Mutual Fund

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 404 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1984-12-31.

MACHX performance shows a YTD return of 9.41%. The 1-year return is 16.60% and the 5-year return is 7.48%. MACHX dividend yield stands at 10.74%, paid semi-annually.

MACHX top holdings include Nvidia Corp (18.9%), Apple, Inc (17.7%), Microsoft Corp (15.0%), Broadcom Inc (10.2%), Alphabet Inc,class A (9.3%). Go to all MACHX holdings, MACHX sectors, or MACHX dividends.

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