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Morningstar

MassMutual Growth Opps R5 MGRSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 4.97  /  0.20 %
  • Total Assets 149.7 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.42%
  • Turnover 29%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis MGRSX

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

People Pillar

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

Weakness in MassMutual Growth Opps R5's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 MGRSX

More MGRSX Holdings
  • Current Portfolio Date
  • Equity Holdings 44
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 51.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.10
17,958,717
Technology

Amazon.com Inc

7.70
12,450,293
Consumer Cyclical

NVIDIA Corp

5.91
9,560,675
Technology

ServiceNow Inc

5.75
9,295,546
Technology

Visa Inc Class A

5.53
8,949,909
Financial Services

Uber Technologies Inc

3.66
5,914,679
Technology

DexCom Inc

3.12
5,046,973
Healthcare

Edwards Lifesciences Corp

3.05
4,932,421
Healthcare

Mastercard Inc Class A

2.98
4,825,791
Financial Services

Datadog Inc Class A

2.44
3,953,302
Technology