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Morningstar

MassMutual Short Duration Bd R5 MSTDX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.83  /  0.01 %
  • Total Assets 322.5 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.40%
  • Effective Duration 2.90 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 MSTDX

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

People Pillar

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

Summary

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Weakness in MassMutual Short Duration Bd R5's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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