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Morningstar

MassMutual Overseas Svc MOSYX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.97  /  +1.36 %
  • Total Assets 478.0 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.46%
  • Turnover 16%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:04 AM GMT+0

Morningstar’s Analysis MOSYX

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

  • People Pillar

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

A lowering of its Process Pillar rating is the primary driver of MassMutual Overseas Svc's downgrade to a Morningstar Medalist Rating of Neutral from 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOSYX

More MOSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schneider Electric SE

2.17 10.3 Mil
Industrials

SAP SE

2.08 9.9 Mil
Technology

Roche Holding AG

2.03 9.6 Mil
Healthcare

Hitachi Ltd

2.00 9.5 Mil
Industrials

Novo Nordisk A/S Class B

1.93 9.2 Mil
Healthcare

Air Liquide SA

1.86 8.8 Mil
Basic Materials

Capgemini SE

1.84 8.7 Mil
Technology

Intesa Sanpaolo

1.81 8.6 Mil
Financial Services

Novartis AG Registered Shares

1.80 8.5 Mil
Healthcare

Nestle SA

1.71 8.1 Mil
Consumer Defensive