A strong management team and sound investment process underpin MassMutual Equity Opports Svc's Morningstar Medalist Rating of Bronze. 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.
- NAV / 1-Day Return 15.58 / 0.45 %
- Total Assets 618.9 Mil
-
Adj. Expense Ratio
0.940%
- Expense Ratio 0.940%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.12%
- Turnover 25%
Morningstar’s Analysis MMFYX
Will MMFYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 65
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector