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MassMutual 20/80 Allocation R3 MRCVX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.72  /  +0.46 %
  • Total Assets 176.4 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.84%
  • Turnover 27%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:52 PM GMT+0

Morningstar’s Analysis MRCVX

Will MRCVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MassMutual 20/80 Allocation R3'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.

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Portfolio Holdings MRCVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Total Return Bond I

23.21 40.9 Mil

MassMutual Strategic Bond I

20.12 35.4 Mil

MassMutual Core Bond I

16.51 29.1 Mil

Vanguard Total Bond Market Index I

6.68 11.8 Mil

MassMutual Short Duration Bd I

6.03 10.6 Mil

MM Equity Asset I

5.01 8.8 Mil

Invesco International Bond R6

3.99 7.0 Mil

MassMutual Equity Opports I

2.77 4.9 Mil

MassMutual Blue Chip Growth I

1.89 3.3 Mil

Vanguard Long-Term Treasury Idx Admiral

1.83 3.2 Mil