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Morningstar

MassMutual Overseas A MOSAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.45  /  −0.24 %
  • Total Assets 469.3 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.11%
  • Turnover 16%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis MOSAX

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

  • People Pillar

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

A sound investment process and strong management team underpin MassMutual Overseas A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOSAX

More MOSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capgemini SE

2.12 10.4 Mil
Technology

Fixed Inc Clearing Corp.Repo

2.11 10.3 Mil
Cash and Equivalents

Air Liquide SA

2.03 9.9 Mil
Basic Materials

Schneider Electric SE

2.02 9.9 Mil
Industrials

Nestle SA

2.00 9.7 Mil
Consumer Defensive

Roche Holding AG

1.95 9.5 Mil
Healthcare

SAP SE

1.92 9.4 Mil
Technology

Intesa Sanpaolo

1.73 8.4 Mil
Financial Services

Compass Group PLC

1.64 8.0 Mil
Consumer Cyclical

Ryanair Holdings PLC ADR

1.59 7.7 Mil
Industrials