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Morningstar

MassMutual Mid Cap Value R3 MLUNX

Morningstar Analyst Rating
Analyst rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 11.51  /  1.03 %
  • Total Assets 115.5 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.35%
  • Turnover 82%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis MLUNX

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

People Pillar

The People Pillar is our evaluation of the MLUNX 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 MLUNX’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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