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MassMutual Fundamental Growth R5 MOTCX

Quantitative rating as of
  • NAV / 1-Day Return 3.42  /  1.44 %
  • Total Assets 29.8 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.01%
  • Turnover 67%

Morningstar’s Analysis MOTCX

Will MOTCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MassMutual Fundamental Growth R5 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 second-costliest quintile among peers.

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