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MassMutual Overseas A MOSAX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.91  /  −0.22 %
  • Total Assets 500.7 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.15%
  • Turnover 16%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 12:05 AM GMT+0

Morningstar’s Analysis MOSAX

Will MOSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin MassMutual Overseas A's Morningstar Medalist Rating of Bronze.

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 most expensive quintile among peers.

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Portfolio Holdings MOSAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schneider Electric SE

2.16 10.5 Mil
Industrials

SAP SE

2.08 10.1 Mil
Technology

Air Liquide SA

2.06 10.0 Mil
Basic Materials

Capgemini SE

2.04 9.9 Mil
Technology

Intesa Sanpaolo

1.94 9.4 Mil
Financial Services

Hitachi Ltd

1.80 8.7 Mil
Industrials

Roche Holding AG

1.80 8.7 Mil
Healthcare

Nestle SA

1.74 8.4 Mil
Consumer Defensive

Compass Group PLC

1.71 8.3 Mil
Consumer Cyclical

Novo Nordisk A/S Class B

1.69 8.2 Mil
Healthcare