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Morningstar

MassMutual Small Cap Val Eq R5 MMQSX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.53  /  1.60 %
  • Total Assets 56.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:56 AM GMT+00:00

Morningstar’s Analysis MMQSX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MassMutual Small Cap Val Eq R5 to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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