Nasdaq - Delayed Quote USD

MassMutual Mid Cap Growth A (MEFAX)

14.53 +0.05 (+0.35%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.64%
5y Average Return 7.73%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 44.23%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 44.23%
Worst 3Y Total Return 0.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MEFAX
Category
YTD
8.99%
10.80%
1-Month
2.69%
4.43%
3-Month
8.99%
7.00%
1-Year
20.94%
48.17%
3-Year
2.96%
21.26%
5-Year
9.53%
20.18%
10-Year
10.34%
14.07%
Last Bull Market
35.17%
27.14%
Last Bear Market
-17.82%
-21.26%

Annual Total Return (%) History

Year
MEFAX
Category
2024
--
--
2023
18.91%
--
2022
-24.48%
--
2021
14.33%
--
2020
25.52%
39.26%
2019
31.50%
32.52%
2018
-3.65%
-6.65%
2017
24.02%
23.91%

2016
5.56%
6.03%
2015
5.37%
-0.95%
2014
12.38%
7.00%
2013
35.44%
34.93%
2012
14.05%
14.07%
2011
-2.37%
-3.96%
2010
27.43%
24.61%
2009
44.23%
39.11%
2008
-41.26%
-43.77%
2007
15.74%
15.09%
2006
6.97%
9.00%
2005
12.63%
9.84%
2004
17.41%
13.23%
2003
37.56%
35.96%
2002
-21.39%
-27.24%
2001
-1.43%
-19.98%
2000
--
-4.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.99% -- -- --
2023 7.16% 5.36% -5.44% 11.38%
2022 -11.50% -17.82% -3.48% 7.58%
2021 2.52% 6.95% 0.36% 3.90%
2020 -23.14% 28.46% 8.60% 17.06%
2019 17.15% 5.84% -0.81% 6.92%
2018 3.35% 0.99% 7.04% -13.77%
2017 7.97% 5.77% 4.14% 4.28%
2016 -0.75% 1.89% 4.14% 0.24%
2015 6.62% 1.34% -6.75% 4.57%

2014 3.15% 3.34% -2.51% 8.14%
2013 11.68% 2.18% 10.08% 7.82%
2012 13.37% -4.68% 3.90% 1.57%
2011 8.42% -1.23% -17.29% 10.23%
2010 8.26% -8.26% 12.78% 13.76%
2009 -1.47% 17.46% 19.00% 4.73%
2008 -10.85% 4.87% -14.67% -26.37%
2007 3.13% 10.21% 3.36% -1.48%
2006 6.37% -4.92% -0.25% 6.05%
2005 -2.67% 3.45% 7.34% 4.21%
2004 3.22% 3.99% -2.59% 12.28%
2003 -1.48% 19.50% 4.08% 12.26%
2002 0.39% -10.99% -18.96% 8.56%
2001 -13.26% 14.52% -17.77% 20.68%
2000 5.51% -3.94% -- --

Rank in Category (By Total Return)

YTD 51
1-Month 47
3-Month 51
1-Year 66
3-Year 46
5-Year 74

Load Adjusted Returns

1-Year 14.29%
3-Year 1.04%
5-Year 8.30%
10-Year 9.72%

Performance & Risk

YTD Return 3.64%
5y Average Return 7.73%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family MassMutual
Net Assets 5.46B
YTD Return 8.99%
Yield 0.00%
Morningstar Rating
Inception Date Feb 01, 2023

Fund Summary

The fund invests primarily in equity securities of mid-capitalization companies that the fund's subadvisers believe offer the potential for long-term growth. It invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap companies whose earnings the subadvisers expect to grow at a faster rate than the average company.

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