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Morningstar

MassMutual 60/40 Allocation Svc MROYX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.06  /  0.12 %
  • Total Assets 155.4 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.02%
  • Turnover 26%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MROYX

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

People Pillar

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

MassMutual 60/40 Allocation Svc'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 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 MROYX

More MROYX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 29
  • % Assets in Top 10 Holdings 74.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

15.38
26,192,007
—

MassMutual Total Return Bond I

10.97
18,678,531
—

MassMutual Strategic Bond I

9.50
16,183,854
—

MassMutual Equity Opports I

8.27
14,084,505
—

MassMutual Core Bond I

7.86
13,383,330
—

MassMutual Blue Chip Growth I

5.93
10,102,857
—

Vanguard Developed Markets Index Instl

4.63
7,888,153
—

MassMutual Overseas I

4.37
7,448,029
—

MassMutual Short Duration Bd I

3.82
6,512,986
—

MassMutual Diversified Value I

3.75
6,383,322
—