MassMutual Small Cap Opps I 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.
MassMutual Small Cap Opportunities Fund Class I MSOOX
- NAV / 1-Day Return 19.41 / +0.67 %
- Total Assets 568.7M
-
Adj. Expense Ratio
0.650%
- Expense Ratio 0.650%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.58%
- Turnover 40%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:02 AM GMT+0
Morningstar’s Analysis MSOOX
Will MSOOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MSOOX 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 MSOOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Fixed Inc Clearing Corp.Repo | 2.50 | 13M | Cash and Equivalents |
Enpro Inc | 2.09 | 11M | Industrials |
American Healthcare REIT Inc Ordinary Shares | 1.84 | 9M | Real Estate |
BrightSpring Health Services Inc | 1.77 | 9M | Healthcare |
Helmerich & Payne Inc | 1.77 | 9M | Energy |
Kodiak Gas Services Inc | 1.75 | 9M | Energy |
Columbia Banking System Inc | 1.74 | 9M | Financial Services |
Northern Oil & Gas Inc | 1.69 | 9M | Energy |
Wintrust Financial Corp | 1.66 | 8M | Financial Services |
Outfront Media Inc | 1.63 | 8M | Real Estate |
United States