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MassMutual Growth Opps R5 MGRSX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 7.00  /  +0.29 %
  • Total Assets 133.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 29%

USD | NAV as of Jul 16, 2024 | 1-Day Return as of Jul 16, 2024, 10:20 PM GMT+0

Morningstar’s Analysis MGRSX

Will MGRSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings MGRSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.92 15.2 Mil
Technology

Amazon.com Inc

8.00 12.3 Mil
Consumer Cyclical

NVIDIA Corp

7.38 11.3 Mil
Technology

ServiceNow Inc

4.53 6.9 Mil
Technology

Visa Inc Class A

4.31 6.6 Mil
Financial Services

Meta Platforms Inc Class A

3.38 5.2 Mil
Communication Services

Uber Technologies Inc

3.29 5.0 Mil
Technology

Edwards Lifesciences Corp

2.88 4.4 Mil
Healthcare

Alphabet Inc Class A

2.72 4.2 Mil
Communication Services

Mastercard Inc Class A

2.45 3.8 Mil
Financial Services