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Morningstar

MassMutual 20/80 Allocation A MCTAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.55  /  0.35 %
  • Total Assets 171.9 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.27%
  • Turnover 27%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 11:35 PM GMT+0

Morningstar’s Analysis MCTAX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

MassMutual 20/80 Allocation A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MCTAX

More MCTAX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 29
  • % Assets in Top 10 Holdings 89.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Total Return Bond I

23.13
39,816,655
—

MassMutual Strategic Bond I

19.87
34,212,853
—

MassMutual Core Bond I

16.51
28,430,024
—

MassMutual Short Duration Bd I

7.93
13,657,399
—

Vanguard Total Bond Market Index I

6.64
11,429,267
—

MM Equity Asset I

4.99
8,590,477
—

Invesco International Bond R6

3.99
6,863,655
—

MassMutual Equity Opports I

2.74
4,718,334
—

MassMutual Blue Chip Growth I

1.88
3,240,667
—

MassMutual Overseas I

1.52
2,614,709
—