Our Equity Funds MoA Large Cap Growth Index Fund
Ticker: MOLGX
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Inception Date: 5/1/2026
AUM: $360.0M
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Benchmark: Russell 1000® Growth Index
MoA Large Cap Growth Index Fund Overview
The MoA Large Cap Growth Index Fund seeks investment results that correspond to the performance of the Russell 1000® Growth Index.
The Fund Features:
- A portfolio that primarily invests in the stocks that are included in the Russell 1000® Growth Index
- Lower cost access to the capital appreciation potential of growth-oriented large-cap and mid-cap U.S. companies
Portfolio Managers
Erik Wennerstrum, CPA
Vice President, Quantitative Research
With MoA Since 2019
Over 12 years of investment experience
Ron Viener
Senior Vice President, Head of Trading and Middle Office
With MoA Since 2020
Over 26 years of investment experience
Jamie Zendel, FRM
Executive Vice President, Head of Quantitative and Asset Allocation Strategies
With MoA Since 2007
Over 28 years of investment experience
MoA Large Cap Growth Index Fund Performance
Monthly
| Annualized | |||||||
|---|---|---|---|---|---|---|---|
| Class | 1 Mo | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Incep |
| MoA Large Cap Growth Index Fund | 2.15 | – | – | – | – | – | 4.48 |
| Russell 1000® Growth Index | 2.16 | – | – | – | – | – | 4.59 |
| Morningstar Large Growth Category Avg | 1.10 | – | – | – | – | – | – |
| Percentile Rank in Morningstar Category | – | – | – | – | – | – | – |
| Number of Funds in Category | – | – | – | – | – | – | – |
Quarterly
| Annualized | |||||||
|---|---|---|---|---|---|---|---|
| Class | 3 Mo | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Incep |
| MoA Large Cap Growth Index Fund | 0.87 | – | – | – | – | – | 4.48 |
| Russell 1000® Growth Index | 0.92 | – | – | – | – | – | 4.59 |
| Morningstar Large Growth Category Avg | 1.13 | – | – | – | – | – | – |
| Percentile Rank in Morningstar Category | – | – | – | – | – | – | – |
| Number of Funds in Category | – | – | – | – | – | – | – |
The Adviser has contractually agreed to waive its advisory fee and/or reimburse the Fund’s expenses to the extent necessary so that the total annual fund operating expenses (other than shareholder services fees, taxes, commissions, mark-ups, litigation expenses, indemnification expenses, interest expenses, acquired fund fees and expenses, any investment-related expenses, and any extraordinary expenses) do not exceed the annual rate of 0.25% based on the Fund’s average daily net assets. This contractual obligation may not be terminated before April 30, 2027, without the consent of the Board of Directors.
MoA Large Cap Growth Index Fund Portfolio Characteristics
Top 10 Holdings (%)
| Holding | Fund |
|---|---|
| NVIDIA Corp | 15.36 |
| Apple Inc | 7.52 |
| Alphabet Inc Class A | 5.78 |
| Microsoft Corp | 5.49 |
| Broadcom Inc | 4.71 |
| Alphabet Inc Class C | 4.67 |
| Meta Platforms Inc Class A | 3.76 |
| Micron Technology Inc | 3.46 |
| Tesla Inc | 2.99 |
| Advanced Micro Devices Inc | 2.87 |
| Total | 56.61 |
Portfolio Composition (%)
| Asset | Fund | |
|---|---|---|
| Equities | 98.84 | |
| Cash | 1.16 |
Average Market Cap
| Item | Value |
|---|---|
| Fund | $934.5B |
| Category Average* | $906.3B |
Equity Sector Breakdown
MoA Large Cap Growth Index Fund Literature
| Document | Download |
|---|---|
| Fact Sheet |
| Document | Download |
|---|---|
| Prospectus | |
| Summary Prospectus |