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Morningstar

MassMutual Total Return Bond R5 MSPSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.72  /  0.93 %
  • Total Assets 761.7 Mil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.430%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.62%
  • Effective Duration 6.74 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:03 AM GMT+00:00

Morningstar’s Analysis MSPSX

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

People Pillar

The People Pillar is our evaluation of the MSPSX 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 MSPSX’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 R5's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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