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Morningstar

MassMutual 80/20 Allocation Svc MRGYX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.40  /  0.11 %
  • Total Assets 120.6 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level 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 1.85%
  • Turnover 28%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 12:25 AM GMT+0

Morningstar’s Analysis MRGYX

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

People Pillar

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

Strength in MassMutual 80/20 Allocation Svc's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 MRGYX

More MRGYX 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

19.82
23,429,702
—

MassMutual Equity Opports I

10.98
12,981,582
—

MassMutual Blue Chip Growth I

7.36
8,700,173
—

Vanguard Developed Markets Index Instl

6.42
7,592,791
—

MassMutual Overseas I

5.64
6,664,630
—

MassMutual Total Return Bond I

5.52
6,528,234
—

MassMutual Diversified Value I

5.05
5,965,995
—

MassMutual Strategic Bond I

4.67
5,524,442
—

MassMutual Fundamental Value I

4.57
5,408,142
—

MassMutual Core Bond I

3.97
4,695,723
—