2 / 5 Stars
4 5 4 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#83 in Large Value
U.S. News evaluated 325 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.98 percent over the past year, 13.80 percent over the past three years, and 18.19 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth of capital and income by investing primarily in a diversified portfolio of equity securities of larger, well-established companies. The fund normally invests at least 80% of net assets in stocks, securities convertible into stocks, and other securities, such as warrants and stock rights, whose value is based on stock prices. It typically invests most of its assets in securities of U.S. companies, but may invest up to 25% of total assets in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities.
Fees are High compared to funds in the same category.
MassMutual Select Diversified Value Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.