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.
- NAV / 1-Day Return 8.92 / 1.00 %
- Total Assets 457.2 Mil
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Adj. Expense Ratio
- 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.