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Morningstar

MassMutual Small Cap Growth Eq R4 MSERX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.14  /  +2.24 %
  • Total Assets 844.9 Mil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 64%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM GMT+0

Morningstar’s Analysis MSERX

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

  • People Pillar

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

MassMutual Small Cap Growth Eq 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSERX

More MSERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

1.63 14.7 Mil
Consumer Defensive

Comfort Systems USA Inc

1.59 14.3 Mil
Industrials

The AZEK Co Inc Class A

1.49 13.4 Mil
Industrials

Applied Industrial Technologies Inc

1.34 12.0 Mil
Industrials

CyberArk Software Ltd

1.21 10.9 Mil
Technology

Fixed Inc Clearing Corp.Repo

1.15 10.3 Mil
Cash and Equivalents

Fluor Corp

1.14 10.3 Mil
Industrials

Acadia Healthcare Co Inc

1.13 10.2 Mil
Healthcare

Curtiss-Wright Corp

1.13 10.2 Mil
Industrials

Medpace Holdings Inc

1.11 10.0 Mil
Healthcare