MUTUAL OF AMERICA Overview
Mutual Of America Capital Management Llc is an investment advisor that manages 14.3 BN dollars in regulatory AUM and has 35 employees, of which 24 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 7BN in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 7BN in positions, representing 48% of the manager's regulatory AUM.
MUTUAL OF AMERICA StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MUTUAL OF AMERICA Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EFA | 3.16% | ETF | -1.14% | -0.04% | 0 | 11% | ||
| MSFT | 2.06% | Tech | 7.02% | 0.15% | 0 | 46% | ||
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FEATURED IN
MUTUAL OF AMERICA Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Theresa A. Bischoff | Board Manager | November-2000 |
| Nathaniel A. Davis | Board Manager | February-1996 |
| Mirghavamaddin Bozorgmir | Chairman And Chief Executive Officer | February-2011 |
| James E. Quinn | Board Manager | September-1998 |
| Alfred Smith | Board Manager | June-2001 |
| Christopher C. Quick | Board Manager | October-2005 |
| James J. Roth | Sr. Executive Vice President & General Counsel | March-2013 |
| John J. Stack | Board Manager | June-2008 |
| John J. Corrigan | Executive Vice President/Internal Auditor | March-2010 |
| Kathryn A. Lu | Executive Vice President/Chief Compliance Officer | March-2010 |
| Noreen M. Culhane | Board Manager | May-2009 |
| Robert C. Golden | Board Manager | February-2011 |
| Thomas J. Dillman | President | February-2011 |
| John E. Haire | Board Manager | July-2014 |
| Chris W. Festog | Executive Vice President & Chief Financial Officer | March-2015 |
MUTUAL OF AMERICA Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MUTUAL OF AMERICA Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Equity Strategies
In the equity markets, we employ an active, quality-driven, bottom-up approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models.
Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits.
Fixed Income Strategy
In the fixed income market, we employ a quality, credit rating-driven, bottom-up approach. Focus is on credit research to identify risk-adjusted incremental yield spreads.
Risk in the fixed income markets is controlled by managing duration and maintaining diversification as deemed appropriate.
Material Risk
Despite efforts to control risk, investing in securities involves risk of loss that clients should be prepared to bear.
T...
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Equity Strategies
In the equity markets, we employ an active, quality-driven, bottom-up approach in which stock selection is the primary focus. Fundamental research is augmented by quantitative research models.
Risk in the equity market is mitigated by constructing well-diversified, sector-neutral portfolios and monitoring risk exposures to determine that they are constrained within acceptable limits.
Fixed Income Strategy
In the fixed income market, we employ a quality, credit rating-driven, bottom-up approach. Focus is on credit research to identify risk-adjusted incremental yield spreads.
Risk in the fixed income markets is controlled by managing duration and maintaining diversification as deemed appropriate.
Material Risk
Despite efforts to control risk, investing in securities involves risk of loss that clients should be prepared to bear.
T...
Unlock Full Investment Process Description
MUTUAL OF AMERICA Portfolio Concentration
MUTUAL OF AMERICA Location
320 PARK AVENUE
NEW YORK, New York
UNITED STATES, 10022-6839
NEW YORK, New York
UNITED STATES, 10022-6839
MUTUAL OF AMERICA Contact Information
Phone Number: 212-224-1900
Fax Number: 212-224-2411
Website: http://www.capitalmanagementcorp.com
Fax Number: 212-224-2411
Website: http://www.capitalmanagementcorp.com
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