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MassMutual 80/20 Allocation Svc MRGYX

Quantitative rating as of
  • NAV / 1-Day Return 8.94  /  0.68 %
  • Total Assets 129.3 Mil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.92%
  • Turnover 28%

Morningstar’s Analysis MRGYX

Will MRGYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Low People Pillar rating limit MassMutual 80/20 Allocation Svc to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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