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MassMutual Fundamental Growth Svc MOTYX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 3.99  /  +1.01 %
  • Total Assets 25.9 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 64%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:03 AM GMT+0

Morningstar’s Analysis MOTYX

Will MOTYX outperform in future?

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

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

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 highest quintile among peers.

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Portfolio Holdings MOTYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CDW Corp

3.79 1.0 Mil
Technology

Ross Stores Inc

3.13 851,375
Consumer Cyclical

MSCI Inc

3.02 821,324
Financial Services

Icon PLC

2.89 785,519
Healthcare

HubSpot Inc

2.78 755,283
Technology

Gartner Inc

2.64 719,069
Technology

Builders FirstSource Inc

2.59 703,819
Industrials

Ares Management Corp Ordinary Shares - Class A

2.45 666,903
Financial Services

CoStar Group Inc

2.18 593,553
Real Estate

BWX Technologies Inc

2.04 554,604
Industrials