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MassMutual Fundamental Value R3 MFUNX

Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.28  /  0.72 %
  • Total Assets 477.9 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.53%
  • Turnover 30%

Morningstar’s Analysis MFUNX

Will MFUNX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit MassMutual Fundamental Value R3 to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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