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Morningstar

MM Equity Asset I MSEJX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 7.75  /  −0.51 %
  • Total Assets 307.5 Mil
  • Adj. Expense Ratio
    0.280%
  • Expense Ratio 0.280%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.16%
  • Turnover 27%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis MSEJX

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

  • People Pillar

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

MM Equity Asset I'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 portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSEJX

More MSEJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.82 25.6 Mil
Technology

Apple Inc

5.55 18.1 Mil
Technology

NVIDIA Corp

5.51 18.0 Mil
Technology

Amazon.com Inc

4.30 14.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.72 8.9 Mil
Communication Services

Alphabet Inc Class A

2.03 6.6 Mil
Communication Services

Exxon Mobil Corp

1.69 5.5 Mil
Energy

Mastercard Inc Class A

1.63 5.3 Mil
Financial Services

Alphabet Inc Class C

1.52 5.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.41 4.6 Mil
Financial Services