Our Equity Funds MoA Mid Cap Growth Fund
Ticker: MOAGX
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Inception Date: 9/8/2025
Benchmark: Russell Midcap® Growth Index
MoA Mid Cap Growth Fund Overview
The actively managed MoA Mid Cap Growth Fund, which seeks capital appreciation while being mindful of risk, invests in mid-capitalization companies we believe have the potential to outperform their peers over a full market cycle.
The Fund Features:
- Underappreciated mid-size market capitalization companies with solid business fundamentals, strong underlying business models, compelling growth characteristics and attractive valuations
- Disciplined bottom-up security selection with a long-term growth investing mindset and risk management focus on capital preservation
- Experienced team with over 25 years average tenure in conducting in-depth sector and company research into attractive investment opportunities
Portfolio Managers
MoA Mid Cap Growth Fund Performance
Monthly
Annualized | |||||||
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Class | 1 Mo | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Incep |
MoA Mid Cap Growth Fund | |||||||
Russell Midcap® Growth Index | |||||||
Morningstar Mid-Cap Growth Category Avg | |||||||
Percentile Rank in Morningstar Category | |||||||
Number of Funds in Category |
Quarterly
Annualized | |||||||
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Class | 3 Mo | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Incep |
MoA Mid Cap Growth Fund | |||||||
Russell Midcap® Growth Index | |||||||
Morningstar Mid-Cap Growth Category Avg | |||||||
Percentile Rank in Morningstar Category | |||||||
Number of Funds in Category |
The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance, please call 800.914.8716 or visit the Fund’s website at moafunds.com.
The Adviser has contractually agreed to waive its advisory fee and/or reimburse the Fund’s ordinary operating expenses to the extent necessary to limit the ordinary 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, any extraordinary expenses, and the investment advisory fee) to an amount not to exceed the annual rate of 0.08% 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 Mid Cap Growth Fund Literature
Document | Download |
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Document | Download |
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Prospectus | |
Summary Prospectus | |
Annual Report | |
Semi-Annual Report |