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Morningstar

MassMutual Main Street R3 MMSNX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.01  /  −0.40 %
  • Total Assets 70.4 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 69%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MMSNX

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

  • People Pillar

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

Changes to the team show promise but still need to demonstrate their value.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Recent changes to MassMutual Main Street’s team are promising, though it remains to be seen how effective they will be in practice. The strategy maintains Morningstar pillar ratings of Above Average for People and Average for Process.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMSNX

More MMSNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.10 5.8 Mil
Technology

NVIDIA Corp

5.73 4.1 Mil
Technology

Apple Inc

4.67 3.4 Mil
Technology

Alphabet Inc Class A

4.11 3.0 Mil
Communication Services

Amazon.com Inc

4.08 2.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.86 2.1 Mil
Communication Services

Exxon Mobil Corp

2.73 2.0 Mil
Energy

JPMorgan Chase & Co

2.57 1.9 Mil
Financial Services

Philip Morris International Inc

2.19 1.6 Mil
Consumer Defensive

Constellation Brands Inc Class A

2.15 1.5 Mil
Consumer Defensive