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Morningstar

MassMutual Small Cap Opps R5 MSCDX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 18.72  /  +1.52 %
  • Total Assets 408.8 Mil
  • 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 —
  • Status Open
  • TTM Yield 0.23%
  • Turnover 46%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:04 AM GMT+0

Morningstar’s Analysis MSCDX

Will MSCDX outperform in 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.

MassMutual Small Cap Opps R5's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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

ADMA Biologics Inc

2.13 8.3 Mil
Healthcare

Summit Materials Inc Class A

1.94 7.6 Mil
Basic Materials

Atkore Inc

1.91 7.4 Mil
Industrials

Itron Inc

1.73 6.8 Mil
Technology

AutoNation Inc

1.72 6.7 Mil
Consumer Cyclical

MACOM Technology Solutions Holdings Inc

1.71 6.7 Mil
Technology

KB Home

1.68 6.6 Mil
Consumer Cyclical

Zurn Elkay Water Solutions Corp

1.68 6.5 Mil
Industrials

PennyMac Financial Services Inc Class A

1.53 6.0 Mil
Financial Services

Korn Ferry

1.52 5.9 Mil
Industrials