Morningstar

MassMutual Small Cap Opportunities Fund Class R5 MSCDX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 20.36  /  −0.54 %
  • Total Assets 595.7M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.46%
  • Turnover 40%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MSCDX

Will MSCDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSCDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSCDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSCDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MassMutual Small Cap Opps R5 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSCDX

More MSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.50 13M
Cash and Equivalents

Enpro Inc

2.09 11M
Industrials

American Healthcare REIT Inc Ordinary Shares

1.84 9M
Real Estate

BrightSpring Health Services Inc

1.77 9M
Healthcare

Helmerich & Payne Inc

1.77 9M
Energy

Kodiak Gas Services Inc

1.75 9M
Energy

Columbia Banking System Inc

1.74 9M
Financial Services

Northern Oil & Gas Inc

1.69 9M
Energy

Wintrust Financial Corp

1.66 8M
Financial Services

Outfront Media Inc

1.63 8M
Real Estate

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