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Morningstar

MassMutual Select TRP Retirement Bal I MMBVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.36  /  0.30 %
  • Total Assets 170.3 Mil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.95%
  • Turnover 34%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MMBVX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin MassMutual Select TRP Retirement Bal I's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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