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Morningstar

MassMutual 80/20 Allocation Svc MRGYX

Morningstar Analyst Rating
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%

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

Morningstar’s Analysis MRGYX

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

People Pillar

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

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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