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Morningstar

MassMutual Mid Cap Value Adm MLULX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.79  /  0.84 %
  • Total Assets 114.5 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.74%
  • Turnover 82%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MLULX

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

People Pillar

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

Comanager to Retire at MassMutual Mid Cap Value; Ratings Unchanged

Analyst

Analyst Note

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