Morningstar

MassMutual Small Cap Growth Equity Fund Class R5 MSGSX

Morningstar Medalist Rating
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Medalist Rating as of See MassMutual Investment Hub
  • NAV / 1-Day Return $16.49  /  −1.43 %
  • Fund Size $637.4M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.980%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • 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 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
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Portfolio Holdings MSGSX

More MSGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
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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