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Morningstar

MassMutual Strategic Bond Svc MBSYX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.92  /  1.00 %
  • Total Assets 457.2 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.620%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.39%
  • Effective Duration 7.88 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:39 AM GMT+00:00

Morningstar’s Analysis MBSYX

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

People Pillar

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit MassMutual Strategic Bond Svc to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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