Nasdaq - Delayed Quote USD

MassMutual Small Cap Opps R5 (MSCDX)

17.28 -0.11 (-0.63%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
2.5
Min Subsequent Investment, AIP
--

Broker Availability

  • Vanguard
  • Vanguard NTF
  • Commonwealth Universe
  • Vanguard TF
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund invests primarily in common stocks of small-capitalization U.S. companies that the fund's subadviser believes have favorable business trends or prospects based on fundamental analysis. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of small-cap companies. The subadviser currently considers "small-cap" companies to be those whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index.

Fund Overview

Category Small Blend
Fund Family MassMutual
Net Assets 393.77M
YTD Return 6.88%
Yield 0.22%
Morningstar Rating
Inception Date Feb 01, 2023

Performance & Risk

YTD Return 1.65%
5y Average Return 10.20%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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