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Morningstar

MassMutual Mid Cap Growth R5 MGRFX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 20.02  /  +0.25 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MGRFX

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

  • People Pillar

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

MassMutual Mid Cap Growth R5 retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGRFX

More MGRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.59 141.8 Mil
Cash and Equivalents

Microchip Technology Inc

2.36 129.0 Mil
Technology

Hologic Inc

2.30 125.7 Mil
Healthcare

Marvell Technology Inc

2.30 125.6 Mil
Technology

Agilent Technologies Inc

2.09 114.3 Mil
Healthcare

CrowdStrike Holdings Inc Class A

1.87 102.0 Mil
Technology

The Trade Desk Inc Class A

1.84 100.8 Mil
Technology

Domino's Pizza Inc

1.68 91.8 Mil
Consumer Cyclical

Veeva Systems Inc Class A

1.64 89.5 Mil
Healthcare

Textron Inc

1.48 80.8 Mil
Industrials