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Morningstar

MassMutual Mid Cap Growth R5 MGRFX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 18.17  /  0.50 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 11:36 PM GMT+0

Morningstar’s Analysis MGRFX

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

People Pillar

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

MassMutual Mid Cap Growth R5’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGRFX

More MGRFX Holdings
  • Current Portfolio Date
  • Equity Holdings 180
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microchip Technology Inc

2.86
153,526,620
Technology

Fixed Inc Clearing Corp.Repo

2.69
144,670,496
Cash and Equivalents

Hologic Inc

2.56
137,620,499
Healthcare

Marvell Technology Inc

2.31
124,311,434
Technology

The Trade Desk Inc Class A

1.82
97,598,821
Technology

Teleflex Inc

1.76
94,692,785
Healthcare

Agilent Technologies Inc

1.74
93,319,171
Healthcare

Veeva Systems Inc Class A

1.63
87,712,039
Healthcare

Ingersoll Rand Inc

1.58
84,706,560
Industrials

Textron Inc

1.39
74,866,410
Industrials