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MassMutual Mid Cap Value R5 MLUSX

Analyst rating as of
NAV / 1-Day Return
12.16  /  1.70 %
Total Assets
111.9 Mil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Below Average
Longest Manager Tenure
7.22 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.92%
Turnover
134%

Morningstar’s Fund Analysis MLUSX

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Comanager to Retire at MassMutual Mid Cap Value; Ratings Unchanged

Analyst Note

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Phil Davidson, portfolio manager at subadvisor American Century, will relinquish his management duties at year-end 2022 and retire in March 2023, the firm has announced. The American Century-run sleeve will continue to be led by the firm’s longtime manager, analyst, and chief investment officer of four years, Kevin Toney. The strategy’s People Pillar rating and Morningstar Analyst Ratings remain unchanged.

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