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Morningstar

MassMutual 40/60 Allocation Svc MRMYX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.31  /  0.36 %
  • Total Assets 179.6 Mil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.28%
  • Turnover 32%

USD | NAV as of Mar 30, 2023 | 1-Day Return as of Mar 30, 2023, 11:47 PM GMT+0

Morningstar’s Analysis MRMYX

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

People Pillar

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

Summary

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An incline in People Pillar rating is the primary driver of MassMutual 40/60 Allocation Svc's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MRMYX

More MRMYX Holdings
  • Current Portfolio Date Dec 31, 2022
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 29
  • % Assets in Top 10 Holdings 79.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Total Return Bond I

17.42
30,622,309
—

MassMutual Strategic Bond I

13.78
24,215,226
—

MassMutual Core Bond I

11.28
19,832,787
—

MM Equity Asset I

10.39
18,266,008
—

MassMutual Short Duration Bd I

8.05
14,145,663
—

MassMutual Equity Opports I

5.28
9,278,104
—

Vanguard Total Bond Market Index I

4.02
7,065,420
—

MassMutual Blue Chip Growth I

3.40
5,971,958
—

Vanguard Developed Markets Index Instl

3.06
5,382,858
—

Invesco International Bond R6

3.02
5,313,714
—