Morningstar

MassMutual Small Cap Growth Equity Fund Class R5 MSGSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 17.28  /  +1.35 %
  • Total Assets 661.9M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 76%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MSGSX

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

  • People Pillar

    The People Pillar is our evaluation of the MSGSX 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 MSGSX’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 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 MSGSX

More MSGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MKS Inc

2.07 15M
Technology

Fixed Inc Clearing Corp.Repo

1.89 14M
Cash and Equivalents

SiTime Corp Ordinary Shares

1.46 11M
Technology

Modine Manufacturing Co

1.32 10M
Consumer Cyclical

Alignment Healthcare Inc

1.31 10M
Healthcare

ESCO Technologies Inc

1.12 8M
Technology

BrightSpring Health Services Inc

1.07 8M
Healthcare

Sanmina Corp

1.05 8M
Technology

Protagonist Therapeutics Inc

1.05 8M
Healthcare

Fabrinet

1.01 7M
Technology

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