2 / 5 Stars
4 4 2 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#84 in Small Blend
U.S. News evaluated 225 Small Blend 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 24.89 percent over the past year, 14.57 percent over the past three years, and 22.22 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return. The fund invests primarily in common stocks of small-capitalization companies that the subadvisers believe are undervalued. It normally invests at least 80% of its net assets 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. The fund typically invests most of its assets in U.S. companies, but may invest up to 20% of its total assets in foreign securities, including emerging market securities. It may hold a portion of its assets in cash or cash equivalents.
Fees are Above Average compared to funds in the same category.
MassMutual Select Small Cap Val Equity Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.