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Morningstar

MassMutual Equity Opports A MFVAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 15.41  /  +0.72 %
  • Total Assets 635.8 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 24%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM GMT+0

Morningstar’s Analysis MFVAX

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

  • People Pillar

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

MassMutual Equity Opports A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MFVAX

More MFVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.35 28.7 Mil
Technology

Chubb Ltd

4.00 26.4 Mil
Financial Services

TJX Companies Inc

3.79 25.0 Mil
Consumer Cyclical

American Express Co

3.57 23.5 Mil
Financial Services

Danaher Corp

3.50 23.1 Mil
Healthcare

Northrop Grumman Corp

3.49 23.0 Mil
Industrials

UnitedHealth Group Inc

3.33 21.9 Mil
Healthcare

Linde PLC

3.30 21.8 Mil
Basic Materials

American Tower Corp

3.23 21.3 Mil
Real Estate

Visa Inc Class A

3.18 21.0 Mil
Financial Services