Advertisement
Skip to Content
Morningstar

MassMutual High Yield R5 MPHSX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 7.84  /  0.49 %
  • Total Assets 404.5 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.640%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.12%
  • Effective Duration 4.20 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis MPHSX

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

People Pillar

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

Summary

|

A sound investment process and strong management team underpin MassMutual High Yield R5's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor