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MassMutual Strategic Bond R3 MSBNX

Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.80  /  0.90 %
  • Total Assets 457.2 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.85%
  • Effective Duration 7.88 years

Morningstar’s Analysis MSBNX

Will MSBNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit MassMutual Strategic Bond R3 to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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