MassMutual Select Mid Cap Value’s revamped subadvisor lineup is untested, warranting a Morningstar Analyst Rating downgrade to Neutral across all share classes.
MassMutual Mid Cap Value R5 MLUSX
NAV / 1-Day Return
15.58
/
0.83
%
Total Assets
130.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.720%
Expense Ratio
0.720%
Fee Level
Above Average
Longest Manager Tenure
5.77
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
0
Status
Open
TTM Yield
1.05%
Turnover
74%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MLUSX 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 MLUSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MLUSX 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 MLUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Recent changes reset this strategy.
