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Morningstar

MassMutual Equity Opports I MFVZX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 17.35  /  +0.12 %
  • Total Assets 626.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.22%
  • Turnover 24%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:10 AM GMT+0

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.

MassMutual Equity Opports I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MFVZX

More MFVZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.35 28.7 Mil
Technology

Chubb Ltd

4.00 26.4 Mil
Financial Services

TJX Companies Inc

3.79 25.0 Mil
Consumer Cyclical

American Express Co

3.57 23.5 Mil
Financial Services

Danaher Corp

3.50 23.1 Mil
Healthcare

Northrop Grumman Corp

3.49 23.0 Mil
Industrials

UnitedHealth Group Inc

3.33 21.9 Mil
Healthcare

Linde PLC

3.30 21.8 Mil
Basic Materials

American Tower Corp

3.23 21.3 Mil
Real Estate

Visa Inc Class A

3.18 21.0 Mil
Financial Services