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Morningstar

MassMutual Global R4 MGFRX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.56  /  −0.52 %
  • Total Assets 193.2 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 10%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:05 AM GMT+0

Morningstar’s Analysis MGFRX

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

  • People Pillar

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

MassMutual Global R4's recent fee hike leads to a downgrade to this strategy's Morningstar Medalist Rating to Negative from 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGFRX

More MGFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

10.70 21.7 Mil
Communication Services

Meta Platforms Inc Class A

8.49 17.2 Mil
Communication Services

DLF Ltd

5.42 11.0 Mil
Real Estate

Airbus SE

5.01 10.2 Mil
Industrials

Novo Nordisk A/S Class B

4.83 9.8 Mil
Healthcare

Intuit Inc

4.38 8.9 Mil
Technology

Analog Devices Inc

4.37 8.9 Mil
Technology

Lvmh Moet Hennessy Louis Vuitton SE

4.14 8.4 Mil
Consumer Cyclical

S&P Global Inc

3.56 7.2 Mil
Financial Services

Adobe Inc

3.11 6.3 Mil
Technology