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Morningstar

MassMutual 80/20 Allocation Admin MRGLX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.13  /  0.00
  • Total Assets 127.4 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.70%
  • Turnover 28%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 11:38 PM GMT+0

Morningstar’s Analysis MRGLX

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

People Pillar

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

MassMutual 80/20 Allocation Admin's Average Process Pillar and People 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 MRGLX

More MRGLX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 29
  • % Assets in Top 10 Holdings 74.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

19.93
25,479,333
—

MassMutual Equity Opports I

10.90
13,937,288
—

MassMutual Blue Chip Growth I

7.50
9,585,112
—

MassMutual Overseas I

6.05
7,729,665
—

Vanguard Developed Markets Index Instl

6.04
7,725,719
—

MassMutual Total Return Bond I

5.51
7,044,676
—

MassMutual Diversified Value I

4.96
6,339,277
—

MassMutual Strategic Bond I

4.74
6,055,608
—

MassMutual Fundamental Value I

4.47
5,711,399
—

MassMutual Core Bond I

3.92
5,016,894
—