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MassMutual Strategic Bond R5 MBSSX

Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.92  /  1.00 %
  • Total Assets 457.2 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.520%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.51%
  • Effective Duration 7.88 years

Morningstar’s Analysis MBSSX

Will MBSSX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit MassMutual Strategic Bond R5 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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