Nasdaq - Delayed Quote USD

MassMutual Disciplined Value R3 (MPINX)

13.26 +0.02 (+0.15%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in equity securities of U.S. large- and mid-cap companies. It currently invests substantially all of its assets in companies represented in the Russell 1000® Value Index at the time of purchase, although the fund is actively managed and is not an index fund or a passively managed investment. The fund may hold a portion of its assets in unlisted securities. It may invest in exchange-traded funds and may use equity index futures contracts as a substitute for direct investments in order to help manage cash flows.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.44%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 7

Performance & Risk

YTD Return 3.60%
5y Average Return 7.52%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MPINXCategory AverageMPINXCategory AverageMPINXCategory Average
Alpha -0.85 -0.06 -4.34 -0.05 -4.26 -0.03
BETA 0.84 0.01 0.94 0.01 0.95 0.01
Mean Annual Return 0.84 0.01 0.89 0.01 0.71 0.01
R-squared 85.29 0.88 87.6 0.87 88.77 0.88
Standard Deviation 15.98 0.2 18.53 0.16 15.26 0.15
Sharpe Ratio 0.45 0.01 0.46 0.01 0.46 0.01
Treynor Ratio 7.43 0.11 7.59 0.11 6.46 0.1

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