2 / 5 Stars
2 2 4 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#55 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap 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 20.80 percent over the past year, 12.62 percent over the past three years, and 20.24 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||20.2%|
|10 Years (Annualized)||N/A|
The investment seeks growth of capital over the long-term. The fund normally invests at least 80% of net assets in the stocks of mid-cap companies whose market capitalizations at the time of purchase are between $500 million and $10 billion or fall within the market capitalization range of companies included in the Russell Midcap® Value Index. It typically invests most of its assets in equity securities of U.S. companies, but may gain exposure to non-U.S. issuers through the purchase of American Depositary Receipts. The fund may also invest a portion of assets in real estate investment trusts ("REITs").
Fees are High compared to funds in the same category.
MassMutual Select Mid Cap Value Fund has an expense ratio of 1.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.