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Morningstar

MassMutual Mid Cap Growth A MEFAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 14.49  /  −1.43 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis MEFAX

Will MEFAX 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 MEFAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEFAX 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 MEFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MassMutual Mid Cap Growth A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MEFAX

More MEFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microchip Technology Inc

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Marvell Technology Inc

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Hologic Inc

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Healthcare

Agilent Technologies Inc

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Fixed Inc Clearing Corp.Repo

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Cash and Equivalents

CrowdStrike Holdings Inc Class A

2.00 106.3 Mil
Technology

Teleflex Inc

1.74 92.8 Mil
Healthcare

Veeva Systems Inc Class A

1.64 87.2 Mil
Healthcare

The Trade Desk Inc Class A

1.63 86.9 Mil
Technology

KKR & Co Inc Ordinary Shares

1.63 86.5 Mil
Financial Services