MOA EQUITY INDEX FUND

MoA Funds Corp

U.S. equity index fund
$5.97B NAV
512 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

MOA EQUITY INDEX FUND is a U.S. equity index fund that tracks the S&P 500 Index. 21% of MOA EQUITY INDEX FUND’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 97% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

The Fund seeks investment results (before fees and expenses) that correspond to the investment performance of the S&P 500 Index.

Strategy · summarised

The fund holds the 500 common stocks in the S&P 500 Index weighted by market capitalization adjusted for free float, rebalancing quarterly in line with index changes. Because the fund tracks the index mechanically, its sector and industry exposures mirror those of the S&P 500, including significant current exposure to technology stocks. The fund may become non-diversified as a result of changes in the relative market capitalization or index weighting of index constituents.

Expenses
0.14%one share class
Share classExpense ratio
C0000257330.14%

Portfolio turnover 2.55% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.99%
of net assets
Stocks98.68%
Bonds1.24%
Cash & short-term0.06%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology37.0%
Financials11.4%
Communication Services9.5%
Consumer Discretionary9.1%
11 smaller33.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
21%of stock holdings in top-quartile growers
covering 97% of the fund’s equity
Earnings growth
26%of stock holdings in top-quartile growers
covering 90% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 15 new13 exited

Largest new: UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT ×4, MRVL, HONA, FLEX LTD, CARNIVAL CORP LTD

Largest exited: United States Treasury Bills ×3, CARNIVAL CORP, Coterra Energy Inc, Dupont De Nemours Inc, Hologic Inc, Cargill Inc.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.87%
3-year
+79.34%
5-year
+83.99%
Volatility
13.42%
Worst 3-yr fall
-8.30%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
0.00%
Avg maturity
0.10 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Zero-coupon or unclassified100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPNVDA7.44%$444.02M
APPLE INCAAPL6.47%$386.06M
MICROSOFT CORPMSFT4.22%$251.72M
AMAZON.COM INCAMZN3.54%$211.44M
ALPHABET INCGOOGL3.21%$191.65M
BROADCOM INCAVGO2.76%$164.64M
ALPHABET INCGOOG2.56%$152.68M
MICRON TECHNOLOGY INCMU1.97%$117.75M
META PLATFORMS INCMETA1.87%$111.67M
TESLA INCTSLA1.80%$107.56M
Showing 10 of 512Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 35.84% of net assets, top 25 50.40%, across 505 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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