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Morningstar

MassMutual Small Cap Gr Eq A MMGEX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.09  /  0.87 %
  • Total Assets 773.6 Mil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Jun 07, 2023 | 1-Day Return as of Jun 07, 2023, 11:33 PM GMT+0

Morningstar’s Analysis MMGEX

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

People Pillar

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

MassMutual Small Cap Gr Eq A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MMGEX

More MMGEX Holdings
  • Current Portfolio Date
  • Equity Holdings 234
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.41
17,769,041
Cash and Equivalents

Wingstop Inc

1.49
10,979,736
Consumer Cyclical

Inspire Medical Systems Inc

1.45
10,683,657
Healthcare

Manhattan Associates Inc

1.30
9,564,930
Technology

Novanta Inc

1.23
9,036,948
Technology

e.l.f. Beauty Inc

1.22
8,959,762
Consumer Defensive

ExlService Holdings Inc

1.20
8,861,002
Technology

Curtiss-Wright Corp

1.17
8,624,049
Industrials

Acadia Healthcare Co Inc

1.15
8,490,242
Healthcare

WillScot Mobile Mini Holdings Corp

1.12
8,257,959
Industrials