Nasdaq - Delayed Quote USD

MassMutual Mid Cap Growth R3 (MEFNX)

12.00 -0.01 (-0.08%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.18%
5y Average Return 7.64%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 43.79%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 43.79%
Worst 3Y Total Return 0.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MEFNX
Category
YTD
8.86%
10.80%
1-Month
2.59%
4.43%
3-Month
8.86%
7.00%
1-Year
20.66%
48.17%
3-Year
2.78%
21.26%
5-Year
9.36%
20.18%
10-Year
10.17%
14.07%
Last Bull Market
34.95%
27.14%
Last Bear Market
-17.90%
-21.26%

Annual Total Return (%) History

Year
MEFNX
Category
2024
--
--
2023
18.81%
--
2022
-24.61%
--
2021
14.15%
--
2020
25.37%
39.26%
2019
31.28%
32.52%
2018
-3.82%
-6.65%
2017
23.87%
23.91%

2016
5.39%
6.03%
2015
5.24%
-0.95%
2014
12.18%
7.00%
2013
35.00%
34.93%
2012
13.75%
14.07%
2011
-2.71%
-3.96%
2010
27.05%
24.61%
2009
43.79%
39.11%
2008
-41.42%
-43.77%
2007
15.35%
15.09%
2006
6.68%
9.00%
2005
12.28%
9.84%
2004
17.07%
13.23%
2003
37.21%
35.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.86% -- -- --
2023 7.19% 5.31% -5.54% 11.42%
2022 -11.51% -17.90% -3.53% 7.57%
2021 2.50% 6.90% 0.31% 3.85%
2020 -23.15% 28.46% 8.56% 16.99%
2019 17.14% 5.79% -0.83% 6.83%
2018 3.32% 0.90% 7.05% -13.82%
2017 7.94% 5.75% 4.09% 4.26%
2016 -0.73% 1.81% 4.08% 0.19%
2015 6.63% 1.30% -6.79% 4.52%

2014 3.12% 3.26% -2.52% 8.07%
2013 11.62% 2.07% 10.04% 7.67%
2012 13.28% -4.70% 3.82% 1.49%
2011 8.31% -1.27% -17.34% 10.06%
2010 8.20% -8.39% 12.76% 13.66%
2009 -1.51% 17.32% 18.89% 4.66%
2008 -10.90% 4.80% -14.80% -26.38%
2007 3.03% 10.10% 3.29% -1.55%
2006 6.31% -4.99% -0.33% 5.97%
2005 -2.78% 3.41% 7.26% 4.12%
2004 3.06% 4.02% -2.61% 12.12%
2003 -1.61% 19.47% 4.10% 12.12%

Rank in Category (By Total Return)

YTD 54
1-Month 49
3-Month 54
1-Year 66
3-Year 47
5-Year 76

Load Adjusted Returns

1-Year 20.66%
3-Year 2.78%
5-Year 9.36%
10-Year 10.17%

Performance & Risk

YTD Return 3.18%
5y Average Return 7.64%
Rank in Category (ytd) 54
% 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 8.86%
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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