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MassMutual Fundamental Value I MFUZX

Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.59  /  0.81 %
  • Total Assets 481.8 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.32%
  • Turnover 30%

Morningstar’s Analysis MFUZX

Will MFUZX 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 I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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