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MassMutual Mid Cap Growth R5 MGRFX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 21.09  /  +0.14 %
  • Total Assets 5.5 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • 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 32%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 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.

MassMutual Mid Cap Growth R5 retains its Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings MGRFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microchip Technology Inc

2.54 135.3 Mil
Technology

Marvell Technology Inc

2.34 124.7 Mil
Technology

Hologic Inc

2.22 118.3 Mil
Healthcare

Agilent Technologies Inc

2.15 114.4 Mil
Healthcare

Fixed Inc Clearing Corp.Repo

2.13 113.4 Mil
Cash and Equivalents

CrowdStrike Holdings Inc Class A

2.00 106.3 Mil
Technology

Teleflex Inc

1.74 92.8 Mil
Healthcare

Veeva Systems Inc Class A

1.64 87.2 Mil
Healthcare

The Trade Desk Inc Class A

1.63 86.9 Mil
Technology

KKR & Co Inc Ordinary Shares

1.63 86.5 Mil
Financial Services