Recent changes to MassMutual Main Street’s team are promising, though it remains to be seen how effective they will be in practice. The strategy maintains Morningstar pillar ratings of Above Average for People and Average for Process.
MassMutual Main Street I MSZIX
- NAV / 1-Day Return 10.59 / +1.15 %
- Total Assets 69.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 69%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0
Morningstar’s Analysis MSZIX
Will MSZIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.10 | 5.8 Mil | Technology |
NVIDIA Corp | 5.73 | 4.1 Mil | Technology |
Apple Inc | 4.67 | 3.4 Mil | Technology |
Alphabet Inc Class A | 4.11 | 3.0 Mil | Communication Services |
Amazon.com Inc | 4.08 | 2.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.86 | 2.1 Mil | Communication Services |
Exxon Mobil Corp | 2.73 | 2.0 Mil | Energy |
JPMorgan Chase & Co | 2.57 | 1.9 Mil | Financial Services |
Philip Morris International Inc | 2.19 | 1.6 Mil | Consumer Defensive |
Constellation Brands Inc Class A | 2.15 | 1.5 Mil | Consumer Defensive |