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Morningstar

MassMutual 20/80 Allocation Admin MRCLX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.60  /  +0.35 %
  • Total Assets 170.5 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.08%
  • Turnover 27%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MRCLX

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

  • People Pillar

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

MassMutual 20/80 Allocation Admin's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MRCLX

More MRCLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Total Return Bond I

23.14 40.9 Mil
—

MassMutual Strategic Bond I

19.84 35.1 Mil
—

MassMutual Core Bond I

16.61 29.4 Mil
—

Vanguard Total Bond Market Index I

6.62 11.7 Mil
—

MassMutual Short Duration Bd I

6.35 11.2 Mil
—

MM Equity Asset I

5.08 9.0 Mil
—

Invesco International Bond R6

3.98 7.0 Mil
—

MassMutual Equity Opports I

2.78 4.9 Mil
—

MassMutual Blue Chip Growth I

1.90 3.4 Mil
—

Vanguard Long-Term Treasury Idx Admiral

1.68 3.0 Mil
—