All America Fund (MALLX)

ObjectivePerformanceCharacteristicsSector AllocationTopTenManager Biography
All America Fund Objective

Investment Objective

The Fund seeks to outperform the S&P 500® Index by investing in a diversified portfolio of primarily common stocks.

Principal Investment Strategies

A portion of the Fund's assets is indexed and a portion is actively managed.

  • Approximately 60% of the Fund's total assets are invested in the 500 common stocks included in the S&P 500® Index to replicate, to the extent practicable, the weightings of such stocks in the Index with respect to that 60% of the Fund's assets. The components of the Fund are market capitalization weighted, adjusted for free float, which is the value of shares readily available in the market as held by public investors. The indexed portion of the Fund is rebalanced at approximately the same time that the S&P 500® Index to which that portion of the Fund is benchmarked is rebalanced and reconstituted, which currently occurs on the third Friday of the last month of each quarter.

  • Approximately 40% of the Fund's total assets are actively managed by the Adviser, with approximately 20% of the Fund's total assets invested in large and mid-cap growth and value stocks, approximately 10% invested in small-cap growth stocks and approximately 10% in small-cap value stocks. The Adviser generally invests in stocks that it considers undervalued, or to have attractive growth potential, and with the potential for investment returns that outperform their peer companies, based on bottom-up fundamental company research, including analysis of business models, financial statements, measures of earnings and cash flow, and potential for long-term growth in sales and cash flow.

    Under normal circumstances, at least 80% of the Fund's total assets are invested in securities of companies that are listed or principally traded on a United States stock exchange.

Before investing in Mutual of America Institutional Funds, Inc., you should consider the investment objectives, risks, charges and expenses carefully. This and other information is contained in the prospectus. Please read the prospectus carefully before investing. The prospectus can be obtained by calling 1-800-914-8716. Please note that an investment in the Institutional Funds is subject to investment risk and that your principal may increase or decrease.

Distributor, Mutual of America Securities LLC, member FINRA and SIPC.