Nasdaq - Delayed Quote USD

MassMutual Small Cap Opps A (DLBMX)

16.40 -0.10 (-0.61%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.10%
5y Average Return 9.56%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 24, 2024) 40.50%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 40.50%
Worst 3Y Total Return 6.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DLBMX
Category
YTD
6.75%
20.19%
1-Month
4.55%
0.02%
3-Month
6.75%
4.36%
1-Year
21.06%
60.18%
3-Year
4.22%
11.32%
5-Year
11.47%
13.88%
10-Year
8.72%
11.19%
Last Bull Market
47.59%
27.98%
Last Bear Market
-15.33%
-24.08%

Annual Total Return (%) History

Year
DLBMX
Category
2024
--
--
2023
17.41%
--
2022
-16.19%
--
2021
21.73%
--
2020
19.80%
10.99%
2019
25.55%
23.75%
2018
-10.95%
-12.72%
2017
13.73%
12.28%

2016
17.67%
20.78%
2015
-6.07%
-5.38%
2014
11.60%
3.79%
2013
40.50%
37.39%
2012
17.85%
15.46%
2011
-2.53%
-4.07%
2010
23.28%
25.61%
2009
37.18%
31.80%
2008
-38.30%
-36.56%
2007
-1.61%
-1.10%
2006
9.13%
15.03%
2005
-0.30%
6.75%
2004
15.59%
18.94%
2003
28.83%
43.41%
2002
-12.63%
-16.22%
2001
30.69%
8.92%
2000
36.60%
11.89%
1999
13.80%
19.95%
1998
--
-3.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.75% -- -- --
2023 3.53% 5.34% -4.76% 13.03%
2022 -5.92% -15.33% -2.89% 8.34%
2021 12.96% 3.81% -0.81% 4.66%
2020 -30.90% 28.30% 6.09% 27.39%
2019 11.73% 3.29% 0.23% 8.53%
2018 -0.84% 8.47% 3.58% -20.07%
2017 3.93% 2.77% 4.66% 1.73%
2016 -0.24% 3.05% 4.52% 9.51%
2015 3.10% 0.33% -12.00% 3.19%

2014 4.13% 0.31% -4.69% 12.10%
2013 15.14% 3.68% 10.34% 6.67%
2012 14.33% -3.96% 3.65% 3.56%
2011 7.07% 0.57% -21.50% 15.32%
2010 8.56% -9.16% 9.96% 13.69%
2009 -14.31% 31.59% 16.51% 4.42%
2008 -10.74% 1.55% -6.34% -27.32%
2007 4.07% 5.29% -5.10% -5.38%
2006 9.73% -6.65% -1.83% 8.52%
2005 -4.91% 0.06% 4.62% 0.16%
2004 -0.13% 3.25% -1.36% 13.64%
2003 -6.55% 17.35% 5.60% 11.24%
2002 3.70% -3.43% -19.79% 8.78%
2001 3.41% 22.08% -9.72% 14.67%
2000 20.64% 6.96% 5.87% -0.01%
1999 -10.22% 21.73% -2.23% 6.50%
1998 10.81% -- -- --

Rank in Category (By Total Return)

YTD 35
1-Month 17
3-Month 35
1-Year 34
3-Year 40
5-Year 16

Load Adjusted Returns

1-Year 14.40%
3-Year 2.27%
5-Year 10.22%
10-Year 8.11%

Performance & Risk

YTD Return 2.10%
5y Average Return 9.56%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family MassMutual
Net Assets 393.77M
YTD Return 6.75%
Yield 0.00%
Morningstar Rating
Inception Date Feb 01, 2023

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.

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