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Morningstar

MassMutual Overseas R5 MOSSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.48  /  0.35 %
  • Total Assets 465.3 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.90%
  • Turnover 17%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 12:25 AM GMT+0

Morningstar’s Analysis MOSSX

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

People Pillar

The People Pillar is our evaluation of the MOSSX 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 MOSSX’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 R5's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOSSX

More MOSSX 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