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Morningstar

MassMutual Overseas R3 MOSNX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.08  /  0.74 %
  • Total Assets 492.2 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.23%
  • Turnover 17%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MOSNX

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

People Pillar

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

Summary

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MassMutual Overseas R3's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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