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Morningstar

MassMutual Disciplined Gr R5 MPGSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.82  /  0.11 %
  • Total Assets 159.6 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.09%
  • Turnover 60%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:13 AM GMT+0

Morningstar’s Analysis MPGSX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit MassMutual Disciplined Gr R5 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MPGSX

More MPGSX Holdings
  • Current Portfolio Date
  • Equity Holdings 90
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 53.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

13.02
22,181,633
Technology

Microsoft Corp

11.75
20,023,752
Technology

NVIDIA Corp

5.42
9,237,911
Technology

Amazon.com Inc

5.20
8,862,264
Consumer Cyclical

Alphabet Inc Class A

4.03
6,861,324
Communication Services

Meta Platforms Inc Class A

3.46
5,899,448
Communication Services

Alphabet Inc Class C

2.95
5,034,167
Communication Services

Visa Inc Class A

2.74
4,665,295
Financial Services

Tesla Inc

2.71
4,619,193
Consumer Cyclical

UnitedHealth Group Inc

2.67
4,550,219
Healthcare