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MassMutual Mid Cap Value Fund (MLUZX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.02%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
MLUZXCategory AverageMLUZXCategory AverageMLUZXCategory Average
Alpha -2.93 -0.09 -4.18 -0.07 -4.39 -0.06
BETA 0.86 0.01 0.96 0.01 0.99 0.01
Mean Annual Return 0.68 0.01 0.92 0.01 0.74 0.01
R-squared 76.97 0.85 82.09 0.82 82.82 0.84
Standard Deviation 17.24 0.25 19.37 0.2 16.42 0.17
Sharpe Ratio 0.31 0.01 0.46 0.01 0.45 0.01
Treynor Ratio 4.64 0.08 7.69 0.09 6.36 0.09

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