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 398 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1984-12-31.

MACHX performance shows a YTD return of 7.13%. The 1-year return is 15.87% and the 5-year return is 8.54%. MACHX dividend yield stands at 10.97%, paid semi-annually.

MACHX top holdings include Nvidia Corp. (4.3%), Apple, Inc (4.1%), B 4/28/26 Govt (3.3%), Microsoft Corp (3.1%), Broadcom Inc (2.5%). 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.