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Morningstar

MassMutual 60/40 Allocation A MOGAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.29  /  0.00
  • Total Assets 170.0 Mil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.62%
  • Turnover 26%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 11:41 PM GMT+0

Morningstar’s Analysis MOGAX

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

People Pillar

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

MassMutual 60/40 Allocation A's Average People Pillar and Process 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOGAX

More MOGAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 29
  • % Assets in Top 10 Holdings 74.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

14.95
25,668,149
—

MassMutual Total Return Bond I

11.37
19,510,944
—

MassMutual Strategic Bond I

9.76
16,763,355
—

MassMutual Equity Opports I

8.19
14,066,339
—

MassMutual Core Bond I

8.11
13,927,333
—

MassMutual Blue Chip Growth I

5.63
9,662,303
—

Vanguard Developed Markets Index Instl

4.54
7,796,522
—

MassMutual Overseas I

4.54
7,791,013
—

MassMutual Short Duration Bd I

3.93
6,750,763
—

MassMutual Diversified Value I

3.73
6,398,132
—