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Morningstar

MassMutual Strat Emerg Mkts R5 MPSMX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.50  /  0.00
  • Total Assets 101.0 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 11:36 PM GMT+0

Morningstar’s Analysis MPSMX

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

People Pillar

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

A strong management team and sound investment process underpin MassMutual Strat Emerg Mkts R5's Morningstar Medalist Rating of Bronze.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MPSMX

More MPSMX Holdings
  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 52.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.93
9,373,570
Technology

Housing Development Finance Corp Ltd

6.60
7,796,204
Financial Services

Yum China Holdings Inc

5.75
6,788,532
Consumer Cyclical

Kotak Mahindra Bank Ltd

5.34
6,309,808
Financial Services

Grupo Mexico SAB de CV

5.10
6,027,099
Basic Materials

Tata Consultancy Services Ltd Shs Dematerialised

5.01
5,918,162
Technology

Pernod Ricard SA

4.77
5,633,511
Consumer Defensive

Fixed Inc Clearing Corp.Repo

4.13
4,873,791
Cash and Equivalents

H World Group Ltd ADR

3.92
4,629,867
Consumer Cyclical

ZTO Express (Cayman) Inc ADR

3.91
4,622,018
Industrials