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MassMutual 40/60 Allocation Svc MRMYX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.85  /  +0.11 %
  • Total Assets 179.2 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.57%
  • Turnover 27%

USD | NAV as of May 21, 2024 | 1-Day Return as of May 21, 2024, 10:21 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.

MassMutual 40/60 Allocation Svc'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.

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Portfolio Holdings MRMYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 79.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Total Return Bond I

17.14 30.9 Mil

MassMutual Strategic Bond I

14.69 26.5 Mil

MassMutual Core Bond I

12.30 22.2 Mil

MM Equity Asset I

10.10 18.2 Mil

MassMutual Equity Opports I

5.56 10.0 Mil

Vanguard Total Bond Market Index I

4.94 8.9 Mil

MassMutual Short Duration Bd I

4.74 8.6 Mil

MassMutual Blue Chip Growth I

3.77 6.8 Mil

Vanguard Developed Markets Index Instl

3.11 5.6 Mil

MassMutual Overseas I

3.04 5.5 Mil