Mutual of America Capital Management Recognized with Two 2026 LSEG Lipper Fund Awards

Mutual of America's MoA Funds Shine with 2026 LSEG Lipper Fund Awards

March 12, 2026, marked a significant achievement for Mutual of America Capital Management LLC, which proudly announced its success at the prestigious LSEG Lipper Fund Awards. This recognition adds to the bright history of the MoA Funds, especially the MoA Balanced Fund, which was awarded not once, but twice in the categories for Best Mixed-Asset Target Allocation Moderate Fund. This accomplishment continues the Fund's legacy of excellence as it celebrates its third consecutive year with award wins.

Joseph Gaffoglio, President and CEO of Mutual of America Capital Management, expressed his pride in the accomplishments of the firm. He commented, "These awards recognize our dedication to supporting clients in attaining their financial goals." This sentiment reflects the core values that drive the company, which is committed to consistent performance and prudent risk management.

The MoA Balanced Fund is a flagship product of the company, representing a well-rounded investment strategy that combines domestic equities and investment-grade fixed-income securities. The objective is simple yet powerful: to provide capital appreciation and current income. Jamie Zendel, EVP and Head of Quantitative and Asset Allocation Strategies, remarked, "Our team's expertise in evaluating asset class behavior, correlations, and risk is central to our investment process," underscoring the collaborative effort behind the fund's management.

Indeed, the active management of the MoA Balanced Fund focuses on delivering considerable growth and returns through a diversified portfolio while maintaining the delicate balance between risk and reward. On the fixed income aspect, Chris Malfant, EVP and Head of Fixed Income, emphasized the goal of providing attractive risk-adjusted returns. He stated, "Through disciplined risk controls, we have provided steady yield and consistent results for our clients."

The LEG Lipper Fund Awards are highly regarded within the financial world, heralding funds that exhibit consistent, risk-adjusted performance over multiple timelines, such as three, five, and ten-year periods. This year, the MoA Balanced Fund stood out amongst 117 others in its category over three years and against 113 funds over five years, showcasing not just performance, but resilience in navigating the turbulent market conditions that have dominated the financial landscape in recent years.

Otto Christian Kober, the Head of Lipper Research at LSEG Data Analytics, highlighted the trials faced by fund managers in the past years marked by inflationary pressures and volatile global markets. Kober noted, "The managers we're recognizing have guided investors through an environment where base rates have spiked, then diverged," emphasizing the necessity of adhering to disciplined investment processes that consistently yield commendable results.

In summary, these accolades are not just victories for Mutual of America Capital Management; they reflect an unwavering commitment to the principles of integrity and reliability in financial advisement. By meticulously managing a collective $31 billion in assets, including 29 distinct funds across various asset classes, the organization continues to serve institutional clients effectively.

As a company that has consistently evolved since its inception in 1993, Mutual of America Capital Management strives to meet the growing investment demands of its clientele with innovative solutions and a commitment to social responsibility. The goal remains clear: to empower individuals and organizations toward achieving financial security.

For anyone interested in exploring Mutual of America’s portfolio or to connect with the organization, more information can be found at moacapitalmanagement.com or through their LinkedIn page. The commitment to excellence and customer service remains a guiding principle that continues to shape the future of Mutual of America Financial Group, ensuring that clients can trust in their investment decisions today and tomorrow.