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MassMutual 20/80 Allocation A MCTAX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.02  /  −0.33 %
  • Total Assets 180.3 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.82%
  • Turnover 27%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:17 AM GMT+0

Morningstar’s Analysis MCTAX

Will MCTAX outperform in future?

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

MassMutual 20/80 Allocation A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings MCTAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 88.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Total Return Bond I

23.27 41.4 Mil

MassMutual Strategic Bond I

19.86 35.4 Mil

MassMutual Core Bond I

16.75 29.8 Mil

Vanguard Total Bond Market Index I

6.63 11.8 Mil

MassMutual Short Duration Bd I

6.47 11.5 Mil

MM Equity Asset I

5.17 9.2 Mil

Invesco International Bond R6

3.95 7.0 Mil

MassMutual Equity Opports I

2.70 4.8 Mil

MassMutual Blue Chip Growth I

1.99 3.5 Mil

Vanguard Long-Term Treasury Idx Admiral

1.66 3.0 Mil