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Morningstar

MassMutual Core Bond Svc MCBYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.28  /  0.11 %
  • Total Assets 767.2 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.75%
  • Effective Duration 5.98 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:03 AM GMT+00:00

Morningstar’s Analysis MCBYX

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

People Pillar

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

Summary

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Weakness in MassMutual Core Bond Svc's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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