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Morningstar

MassMutual Overseas R3 MOSNX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.15  /  0.12 %
  • Total Assets 462.9 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 —
  • Status Open
  • TTM Yield 1.21%
  • Turnover 16%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 12:46 AM GMT+0

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.

A sound investment process and strong management team underpin MassMutual Overseas R3'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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOSNX

More MOSNX Holdings
  • Current Portfolio Date
  • Equity Holdings 131
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

2.17
9,515,885
Consumer Defensive

Capgemini SE

2.14
9,396,285
Technology

Roche Holding AG

2.03
8,914,239
Healthcare

Air Liquide SA

1.95
8,576,504
Basic Materials

SAP SE

1.93
8,486,328
Technology

Intesa Sanpaolo

1.93
8,484,759
Financial Services

Schneider Electric SE

1.84
8,091,960
Industrials

Fixed Inc Clearing Corp.Repo

1.73
7,585,362
Cash and Equivalents

Bayer AG

1.72
7,544,347
Healthcare

Compass Group PLC

1.63
7,159,694
Consumer Cyclical