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Morningstar

MassMutual Global Credit Income Opps I BXITX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 7.71  /  +0.02 %
  • Total Assets 130.5 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 8.64%
  • Effective Duration 1.49 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:21 AM GMT+0

Morningstar’s Analysis BXITX

Will BXITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BXITX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BXITX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BXITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MassMutual Global Credit Income Opps I earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings BXITX

More BXITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

6.95 9.9 Mil
Cash and Equivalents

Eur

2.46 3.5 Mil
Cash and Equivalents

Travelex Issuerco 2 PLC 12.5%

1.81 2.6 Mil
Corporate

Tullow Oil 7%

1.07 1.5 Mil
Corporate

ELECTRON BIDCO INC. 2021 TERM LOAN

1.05 1.5 Mil
Corporate

EMRLD BORROWER LP TERM LOAN B

0.84 1.2 Mil
Corporate

Cep Iv Investment 16 S.A.R.L. Usd 2nd Lien Term Loan

0.78 1.1 Mil
Corporate

Verisure Holding Ab 2021 Euro Term Loan

0.75 1.1 Mil
Corporate

Tymon Park CLO Ltd. 10.13%

0.74 1.1 Mil
Securitized

Global Aircraft Leasing Co Ltd 6.5%

0.74 1.1 Mil
Corporate