Skip to Content
Morningstar

MassMutual Mid Cap Growth A MEFAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 14.28  /  −0.90 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

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.

MassMutual Mid Cap Growth A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MEFAX

More MEFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.59 141.8 Mil
Cash and Equivalents

Microchip Technology Inc

2.36 129.0 Mil
Technology

Hologic Inc

2.30 125.7 Mil
Healthcare

Marvell Technology Inc

2.30 125.6 Mil
Technology

Agilent Technologies Inc

2.09 114.3 Mil
Healthcare

CrowdStrike Holdings Inc Class A

1.87 102.0 Mil
Technology

The Trade Desk Inc Class A

1.84 100.8 Mil
Technology

Domino's Pizza Inc

1.68 91.8 Mil
Consumer Cyclical

Veeva Systems Inc Class A

1.64 89.5 Mil
Healthcare

Textron Inc

1.48 80.8 Mil
Industrials