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Morningstar

MassMutual Small Cap Opps R5 MSCDX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 16.86  /  −0.30 %
  • Total Assets 384.8 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.22%
  • Turnover 46%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MSCDX

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

  • People Pillar

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

MassMutual Small Cap Opps R5's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSCDX

More MSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Atkore Inc

2.41 9.5 Mil
Industrials

Summit Materials Inc Class A

2.25 8.9 Mil
Basic Materials

AutoNation Inc

2.01 7.9 Mil
Consumer Cyclical

BellRing Brands Inc Class A

1.92 7.6 Mil
Consumer Defensive

Tenet Healthcare Corp

1.88 7.4 Mil
Healthcare

Allison Transmission Holdings Inc

1.87 7.4 Mil
Consumer Cyclical

Enpro Inc

1.74 6.8 Mil
Industrials

Acadia Healthcare Co Inc

1.63 6.4 Mil
Healthcare

Zurn Elkay Water Solutions Corp

1.55 6.1 Mil
Industrials

ASGN Inc

1.55 6.1 Mil
Technology