Morningstar

MassMutual Small Cap Growth Equity Fund Class R3 MSGNX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $4.89  /  −1.41 %
  • Fund Size $637.4M
  • Adjusted Expense Ratio 1.550%
  • Net Expense Ratio 1.580%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 76%
NAV and 1-Day Return as of

Morningstar’s Analysis MSGNX

Will MSGNX 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 MSGNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSGNX 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 MSGNX’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 Gr Eq R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSGNX

More MSGNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chord Energy Corp Ordinary Shares - New

1.78 12M
Energy

Protagonist Therapeutics Inc

1.38 9M
Healthcare

Xometry Inc Ordinary Shares - Class A

1.34 9M
Industrials

Fixed Inc Clearing Corp.Repo

1.24 8M
Cash and Equivalents

WisdomTree Inc

1.19 8M
Financial Services

Ligand Pharmaceuticals Inc

1.18 8M
Healthcare

Applied Industrial Technologies Inc

1.07 7M
Industrials

Viavi Solutions Inc

1.05 7M
Technology

SiTime Corp Ordinary Shares

1.03 7M
Technology

Twist Bioscience Corp

1.02 7M
Healthcare

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