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MassMutual Disciplined Value A MEPAX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return  / 
  • Total Assets
  • Adj. Expense Ratio
  • Expense Ratio
  • Distribution Fee Level
  • Share Class Type
  • Category
  • Investment Style
  • Min. Initial Investment
  • Status
  • TTM Yield
  • Turnover

Morningstar’s Analysis MEPAX

Will MEPAX outperform in future?

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

Weakness in MassMutual Disciplined Value A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

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Portfolio Holdings MEPAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

4.16 1.8 Mil
Financial Services

JPMorgan Chase & Co

3.41 1.4 Mil
Financial Services

Johnson & Johnson

2.84 1.2 Mil
Healthcare

Walmart Inc

2.06 869,124
Consumer Defensive

Exxon Mobil Corp

1.96 829,734
Energy

Cisco Systems Inc

1.95 825,547
Technology

Comcast Corp Class A

1.85 782,942
Communication Services

Chevron Corp

1.67 704,334
Energy

3M Co

1.36 575,679
Industrials

McDonald's Corp

1.35 571,078
Consumer Cyclical