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Morningstar

MassMutual 60/40 Allocation R4 MROZX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.46  /  −0.94 %
  • Total Assets 163.0 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.79%
  • Turnover 35%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis MROZX

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

  • People Pillar

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

MassMutual 60/40 Allocation R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MROZX

More MROZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

15.11 25.4 Mil
—

MassMutual Total Return Bond I

11.26 18.9 Mil
—

MassMutual Strategic Bond I

9.66 16.2 Mil
—

MassMutual Equity Opports I

8.19 13.7 Mil
—

MassMutual Core Bond I

8.09 13.6 Mil
—

MassMutual Blue Chip Growth I

5.64 9.5 Mil
—

Vanguard Developed Markets Index Instl

4.64 7.8 Mil
—

MassMutual Overseas I

4.54 7.6 Mil
—

MassMutual Diversified Value I

3.84 6.4 Mil
—

MassMutual Fundamental Value I

3.45 5.8 Mil
—