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Morningstar

MassMutual Mid Cap Growth A MEFAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.54  /  1.46 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 22%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MEFAX

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

People Pillar

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

Summary

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MassMutual Mid Cap Growth A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative 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.

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