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MassMutual Small Cap Opps R5 MSCDX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 17.28  /  −1.59 %
  • Total Assets 384.8 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 0.22%
  • Turnover 46%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MSCDX

Will MSCDX outperform in future?

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

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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings MSCDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TopBuild Corp

2.15 7.9 Mil
Industrials

BellRing Brands Inc Class A

2.14 7.8 Mil
Consumer Defensive

Atkore Inc

2.08 7.6 Mil
Industrials

Summit Materials Inc Class A

1.99 7.3 Mil
Basic Materials

Acadia Healthcare Co Inc

1.89 6.9 Mil
Healthcare

AutoNation Inc

1.87 6.9 Mil
Consumer Cyclical

Curtiss-Wright Corp

1.83 6.7 Mil
Industrials

Enpro Inc

1.76 6.4 Mil
Industrials

Sprout Social Inc Class A

1.52 5.6 Mil
Technology

ASGN Inc

1.46 5.3 Mil
Technology