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MassMutual 80/20 Allocation R5 MRRSX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.10  /  0.00
  • Total Assets 127.5 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.33%
  • Turnover 39%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis MRRSX

Will MRRSX outperform in future?

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

Strength in MassMutual 80/20 Allocation R5's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings MRRSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 73.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

19.71 24.9 Mil

MassMutual Equity Opports I

10.97 13.9 Mil

MassMutual Blue Chip Growth I

7.43 9.4 Mil

Vanguard Developed Markets Index Instl

6.39 8.1 Mil

MassMutual Overseas I

5.97 7.6 Mil

MassMutual Total Return Bond I

5.46 6.9 Mil

MassMutual Diversified Value I

4.94 6.2 Mil

MassMutual Strategic Bond I

4.72 6.0 Mil

MassMutual Fundamental Value I

4.38 5.5 Mil

MassMutual Core Bond I

3.88 4.9 Mil