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67.740
+0.380
+0.56%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 5.96B
Mutual of America Equity Index Fund
67.740
+0.380
+0.56%
- Overview
- Profile
- Historical Data
- Holdings
Moa Equity Index Fund Overview
On this page you'll find an in-depth profile of Moa Equity Index Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00003BZR among other information.
Investment Strategy
The investment seeks investment results (before fees and expenses) that correspond to the investment performance of the S&P 500® Index. The fund primarily invests in the 500 common stocks included in the S&P 500® Index to replicate, to the extent practicable and cost effective, the weightings of such stocks in the index. Under normal circumstances, at least 80% of the fund's total assets are invested in securities included in the S&P 500® Index.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ron Viener | - | 2024 | Now |
| Erik Wennerstrum | Portfolio Manager | 2021 | Now |
| Biography | Erik Wennerstrum, Second Vice President of the Adviser, and a portfolio manager of the Portfolio since May 2021, is primarily responsible for the day-to-day management of the Portfolio. | ||
| Jamie A. Zendel | Vice President | 2014 | Now |
| Biography | Jamie A. Zendel, Vice President of the Mutual of America Capital Management Corp, handles indexed investments. She has been the portfolio manager since 2014. Ms. Zendel joined the Mutual of America Capital Management Corp in July 2007. | ||
| Benjamin L. Heben | Assistant Vice President | 2010 | 2014 |
| Biography | Mr. Heben joined Capital Management in 2010 and has many years of experience in the financial industry. He is a fundamental equity analyst, as well as the portfolio manager of the company’s Index funds and the International Index fund. Prior to working at Capital Management, Mr. Heben was a trader and analyst at Intrepid Capital Management and worked as a trader with GAMCO Investors Inc. | ||
| Eleanor Innes | Second Vice President | 2000 | 2010 |
| Biography | Eleanor Innes, Second Vice President of the Adviser.She joined the Adviser in 2000 from Nikko Global Asset Management (USA), Inc. and has approximately experience in the financial industry.For a significant portion of her first year at the Adviser she was a marketing assistant. Thereafter she has performed research and has assisted portfolio managers in managing equity Funds as well as overseeing the Index Funds’ investments and performance. | ||
| Andrew L. Heiskell | Executive Vice President | 2001 | 2006 |
| Biography | Mr. Heiskell joined Mutual of America Life Company in 1991 as Vice President of Separate Accounts. In 1993, he transferred to the newly-created Mutual of America Capital Management LLC. His experience has led to attainment of increasingly senior positions within the organization. Prior to joining Mutual of America, he held portfolio management positions at MD Sass, GTE Corporation, Chemical Bank and Fidelity Investment Management. He earned an undergraduate degree from the University of Tennessee and was awarded a J.D. from University of Georgia School of Law. Mr. Heiskell is a past President of the Bond Portfolio Managers Association and a former Director of the Fixed Income Analysts Society. He has taught Fixed Income Management at the New York Institute of Finance and has lectured on the subject at the University of Michigan, Yale University and the United States Military Academy at West Point. | ||
| Thomas Verage | Senior Vice President | 1993 | 1994 |
| Biography | Verage joined Mutual of America in 1989 and is currently senior vice president. Prior to Mutual of America, Verage worked for Neuberger & Berman and Citicorp. He considers his investment philosophy to be "value-oriented". | ||
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