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Morningstar

MassMutual Equity Opports R5 MFVSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 16.35  /  0.12 %
  • Total Assets 598.7 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.20%
  • Turnover 25%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:13 AM GMT+0

Morningstar’s Analysis MFVSX

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

People Pillar

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

A strong management team and sound investment process underpin MassMutual Equity Opports R5's Morningstar Medalist Rating of Bronze.

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

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Portfolio Holdings MFVSX

More MFVSX Holdings
  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.18
26,910,833
Technology

TJX Companies Inc

3.79
24,358,217
Consumer Cyclical

UnitedHealth Group Inc

3.75
24,117,554
Healthcare

Chubb Ltd

3.70
23,807,926
Financial Services

Visa Inc Class A

3.63
23,340,484
Financial Services

Danaher Corp

3.56
22,873,200
Healthcare

Linde PLC

3.55
22,824,406
Basic Materials

Honeywell International Inc

3.46
22,232,380
Industrials

Marsh & McLennan Companies Inc

3.44
22,096,955
Financial Services

Ecolab Inc

3.31
21,312,530
Basic Materials