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MassMutual 60/40 Allocation R5 MRSSX

Quantitative rating as of
  • NAV / 1-Day Return 8.08  /  0.50 %
  • Total Assets 174.0 Mil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.610%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.18%
  • Turnover 26%

Morningstar’s Analysis MRSSX

Will MRSSX 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 60/40 Allocation R5 to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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