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Morningstar

MassMutual Small Cap Gr Eq R5 MSGSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 12.76  /  1.03 %
  • Total Assets 754.1 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 47%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 11:52 PM GMT+0

Morningstar’s Analysis MSGSX

Will MSGSX 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 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.

MassMutual Small Cap Gr Eq R5's Average Process Pillar and People 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 MSGSX

More MSGSX Holdings
  • Current Portfolio Date
  • Equity Holdings 242
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Inspire Medical Systems Inc

1.85
14,575,362
Healthcare

Wingstop Inc

1.62
12,718,567
Consumer Cyclical

e.l.f. Beauty Inc

1.57
12,309,311
Consumer Defensive

Novanta Inc

1.41
11,052,259
Technology

Celsius Holdings Inc

1.32
10,356,471
Consumer Defensive

Fixed Inc Clearing Corp.Repo

1.28
10,094,225
Cash and Equivalents

ShockWave Medical Inc

1.28
10,058,419
Healthcare

Livent Corp

1.23
9,681,775
Basic Materials

Clean Harbors Inc

1.21
9,515,893
Industrials

Acadia Healthcare Co Inc

1.19
9,351,727
Healthcare