Morningstar

MassMutual Overseas Fund Class R4 MOSFX

Morningstar Medalist Rating
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Medalist Rating as of See MassMutual Investment Hub
  • NAV / 1-Day Return $8.61  /  −0.69 %
  • Fund Size $192.1M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.46%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis MOSFX

Will MOSFX outperform in the 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 MOSFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MassMutual Overseas R4 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MOSFX

More MOSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.45 6M
Technology

BNP Paribas Act. Cat.A

2.87 5M
Financial Services

SAP SE

2.58 4M
Technology

Intesa Sanpaolo

2.40 4M
Financial Services

Compagnie Financiere Richemont SA Class A

2.33 4M
Consumer Cyclical

Compass Group PLC

2.27 4M
Consumer Cyclical

Schneider Electric SE

2.25 4M
Industrials

Roche Holding Ag Common Stock Chf.001

2.24 4M
—

Novartis AG Registered Shares

2.07 3M
Healthcare

TotalEnergies SE

2.03 3M
Energy

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