Advertisement
Skip to Content

MassMutual Fundamental Value R5 MVUSX

Quantitative rating as of
  • NAV / 1-Day Return 8.77  /  0.92 %
  • Total Assets 482.6 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.19%
  • Turnover 30%

Morningstar’s Analysis MVUSX

Will MVUSX outperform in future?

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

Summary

|

A middling Parent Pillar and a subpar Process Pillar help limit MassMutual Fundamental Value R5 to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor