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Morningstar

MassMutual Core Bond R5 MCBDX

Morningstar Analyst Rating
Quantitative rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.23  /  0.65 %
  • Total Assets 759.9 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.69%
  • Effective Duration 5.98 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis MCBDX

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

People Pillar

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

Summary

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Weakness in MassMutual Core Bond 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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