MASOX Mutual Fund

MASOX Mutual Fund (MoA Small Cap Equity Index Fund) is managed by MUTUAL OF AMERICA INVESTMENT CORPORATION. MASOX expense ratio is 0.25%, holding 607 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-07-02.

MASOX performance shows a YTD return of 21.41%. The 1-year return is 33.40% and the 5-year return is 7.28%. MASOX dividend yield stands at 4.32%, paid semi-annually.

MASOX top holdings include IShares Core S&P Small Cap ETF (1.5%), Eastman Chemical Co. (0.6%), Viavi Solutions Inc (0.5%), Element Solutions Inc (0.5%), Primoris Services Corp. (0.5%). Go to all MASOX holdings, MASOX sectors, or MASOX dividends.

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