Nasdaq - Delayed Quote USD

MassMutual Mid Cap Value Fund (MLUZX)

11.86 0.00 (0.00%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.95%
5y Average Return 7.73%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 34.02%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 34.02%
Worst 3Y Total Return 4.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MLUZX
Category
YTD
7.03%
21.28%
1-Month
4.67%
-1.96%
3-Month
7.03%
4.90%
1-Year
15.31%
55.83%
3-Year
6.97%
11.08%
5-Year
9.52%
11.93%
10-Year
7.76%
10.64%
Last Bull Market
40.43%
25.54%
Last Bear Market
-10.60%
-22.08%

Annual Total Return (%) History

Year
MLUZX
Category
2024
--
--
2023
8.43%
--
2022
-5.58%
--
2021
25.18%
--
2020
0.74%
2.63%
2019
29.25%
25.18%
2018
-12.78%
-12.86%
2017
12.17%
13.22%

2016
21.22%
18.06%
2015
-4.48%
-5.41%
2014
6.75%
9.31%
2013
34.02%
35.14%
2012
16.54%
16.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.03% -- -- --
2023 0.65% 2.39% -4.04% 9.65%
2022 1.12% -10.60% -6.55% 11.76%
2021 12.05% 4.55% -0.40% 7.28%
2020 -27.99% 15.12% 3.98% 16.87%
2019 13.34% 3.52% 3.07% 6.88%
2018 -2.55% 1.95% 3.16% -14.90%
2017 2.30% 0.14% 3.61% 5.68%
2016 2.79% 3.67% 4.54% 8.83%
2015 2.23% -1.86% -9.42% 5.11%

2014 2.32% 4.59% -3.79% 3.68%
2013 13.53% 0.40% 8.35% 8.53%
2012 13.02% -5.03% 6.24% 2.20%

Rank in Category (By Total Return)

YTD 62
1-Month 81
3-Month 62
1-Year 81
3-Year 66
5-Year 66

Load Adjusted Returns

1-Year 15.31%
3-Year 6.97%
5-Year 9.52%
10-Year 7.76%

Performance & Risk

YTD Return 2.95%
5y Average Return 7.73%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family MassMutual
Net Assets 71.43M
YTD Return 7.03%
Yield 1.52%
Morningstar Rating
Inception Date Aug 29, 2006

Fund Summary

The fund invests primarily in equity securities of mid-capitalization companies that the fund's subadvisers believe are undervalued. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stock, stock futures contracts, stock index futures contracts, rights, and warrants. It invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the stocks of mid-cap companies.

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