Nasdaq - Delayed Quote USD

MassMutual Small Cap Opps R5 (MSCDX)

17.39 0.00 (0.00%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.16%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 6

Performance & Risk

YTD Return 2.29%
5y Average Return 10.08%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MSCDXCategory AverageMSCDXCategory AverageMSCDXCategory Average
Alpha -6 -0.09 -3.66 -0.06 -4.3 -0.06
BETA 1.02 0.01 1.14 0.01 1.14 0.01
Mean Annual Return 0.55 0.01 1.17 0.01 0.9 0.01
R-squared 75.6 0.83 80.9 0.77 76.58 0.78
Standard Deviation 20.64 0.26 23.34 0.21 19.8 0.19
Sharpe Ratio 0.18 0 0.51 0.01 0.47 0.01
Treynor Ratio 1.68 0.08 8.57 0.1 6.75 0.09

Related Tickers