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Morningstar

MassMutual Overseas R4 MOSFX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.14  /  +0.12 %
  • Total Assets 466.7 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.26%
  • Turnover 16%

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

Morningstar’s Analysis MOSFX

Will MOSFX 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 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.

A strong management team and sound investment process underpin MassMutual Overseas R4'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOSFX

More MOSFX Holdings
  • 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