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MassMutual Mid Cap Growth A (MEFAX)

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

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.

MassMutual Mid Cap Growth A

Springfield MA 01111
1295 State St

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 Operations

Last Dividend --
Last Cap Gain 17.00
Holdings Turnover 32.00%
Average for Category --

Fees & Expenses

Expense MEFAX Category Average
Annual Report Expense Ratio (net) 0.76% 1.09%
Prospectus Net Expense Ratio 0.76% --
Prospectus Gross Expense Ratio 0.78% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brian W.H. Berghuis, Lead Manager since May 31, 2000
Brian W. H. Berghuis is a member of T. Rowe Price's U.S. Equity Steering Committee and the lead portfolio manager for the firm's U.S. Mid-Cap Growth Strategy. Mr. Berghuis has 25 years of investment experience, 23 of which have been at T. Rowe Price. He started at the firm in 1985 as an analyst following the retail sector. He initially became lead portfolio manager for the U.S. Mid-Cap Growth Strategy in 1992 and oversaw a significant expansion of the firm's capabilities in this strategy. In 2003, he was named to the U.S. Equity Steering Committee.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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