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Morningstar

MassMutual Equity Opports I MFVZX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 16.56  /  1.28 %
  • Total Assets 640.1 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.34%
  • Turnover 25%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MFVZX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin MassMutual Equity Opports I's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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