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Morningstar

MassMutual Fundamental Growth A MOTAX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 2.33  /  1.27 %
  • Total Assets 30.6 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 67%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis MOTAX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MassMutual Fundamental Growth A to a Morningstar Quantitative Rating of Negative. 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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