Nasdaq - Delayed Quote USD

MassMutual Small Cap Val Equity Fund (MMQLX)

8.30 +0.13 (+1.59%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.80%
5y Average Return 7.77%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Apr 22, 2024) 39.73%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 39.73%
Worst 3Y Total Return 5.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMQLX
Category
YTD
4.45%
20.19%
1-Month
4.07%
0.02%
3-Month
4.45%
4.36%
1-Year
17.47%
60.18%
3-Year
5.18%
11.32%
5-Year
9.82%
13.88%
10-Year
7.68%
11.19%
Last Bull Market
50.74%
27.98%
Last Bear Market
-13.16%
-24.08%

Annual Total Return (%) History

Year
MMQLX
Category
2024
--
--
2023
15.84%
--
2022
-10.12%
--
2021
22.04%
--
2020
6.80%
10.99%
2019
26.12%
23.75%
2018
-13.80%
-12.72%
2017
9.11%
12.28%

2016
23.90%
20.78%
2015
-4.18%
-5.38%
2014
6.05%
3.79%
2013
39.73%
37.39%
2012
19.03%
15.46%
2011
-4.34%
-4.07%
2010
28.19%
25.61%
2009
21.39%
31.80%
2008
-33.12%
-36.56%
2007
-12.22%
-1.10%
2006
--
15.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.45% -- -- --
2023 3.00% 5.24% -3.87% 11.17%
2022 -3.05% -13.16% -5.49% 12.94%
2021 14.05% 1.83% -2.99% 8.32%
2020 -35.40% 18.92% 1.75% 36.63%
2019 11.89% 3.33% -0.18% 9.28%
2018 -2.29% 6.52% 4.39% -20.67%
2017 0.99% -1.39% 5.76% 3.60%
2016 3.30% 1.66% 5.69% 11.63%
2015 4.45% -1.16% -10.33% 3.51%

2014 1.01% 1.33% -5.84% 10.04%
2013 14.50% 1.72% 8.51% 10.56%
2012 14.93% -7.03% 6.21% 4.87%
2011 7.30% -2.07% -24.57% 20.69%
2010 10.95% -11.21% 11.40% 16.80%
2009 -20.85% 17.49% 23.29% 5.87%
2008 -7.59% -5.09% 1.27% -24.71%
2007 1.56% 2.62% -8.46% -7.98%
2006 -2.20% 1.33% 10.61% --

Rank in Category (By Total Return)

YTD 70
1-Month 36
3-Month 70
1-Year 65
3-Year 30
5-Year 46

Load Adjusted Returns

1-Year 17.47%
3-Year 5.18%
5-Year 9.82%
10-Year 7.68%

Performance & Risk

YTD Return -1.80%
5y Average Return 7.77%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family MassMutual
Net Assets 43.48M
YTD Return 4.45%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2014

Fund Summary

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index or the S&P SmallCap 600 Index. It invests primarily in common stocks of small-capitalization companies that the fund's subadvisers believe are undervalued.

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