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MassMutual Small Company Val I MSVZX

Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.65  /  0.41 %
  • Total Assets 239.6 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.75%
  • Turnover 42%

Morningstar’s Analysis MSVZX

Will MSVZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MassMutual Small Company Val I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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