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Morningstar

MassMutual Fundamental Growth I MOTZX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 3.62  /  0.00
  • Total Assets 23.9 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 64%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MOTZX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MassMutual Fundamental Growth I to a Morningstar Medalist Rating of Negative.

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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOTZX

More MOTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CDW Corp

3.32 812,102
Technology

Ross Stores Inc

3.23 790,596
Consumer Cyclical

Ares Management Corp Ordinary Shares - Class A

2.63 644,421
Financial Services

Gartner Inc

2.61 638,261
Technology

Builders FirstSource Inc

2.45 600,207
Industrials

CoStar Group Inc

2.40 588,584
Real Estate

Axon Enterprise Inc

2.32 567,564
Industrials

HubSpot Inc

2.29 560,771
Technology

Align Technology Inc

2.26 553,529
Healthcare

MongoDB Inc Class A

2.16 529,353
Technology