Skip to Content
Morningstar

MassMutual Overseas R5 MOSSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.78  /  +0.92 %
  • Total Assets 475.6 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 1.51%
  • Turnover 16%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM 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 sound investment process and strong management team 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MOSSX

More MOSSX 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