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Morningstar

MassMutual Total Return Bond R4 MSPGX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.74  /  0.91 %
  • Total Assets 763.4 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.780%
  • Distribution Fee Level Low
  • 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 2.12%
  • Effective Duration 6.74 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MSPGX

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

People Pillar

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

Summary

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An upgrade in People Pillar rating is the primary driver of MassMutual Total Return Bond R4's upgrade to a Morningstar Quantitative Rating of Gold from Silver. 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.

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