Morningstar

MassMutual Small Cap Opportunities Fund Class R5 MSCDX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MassMutual Investment Hub
  • NAV / 1-Day Return $19.55  /  +0.36 %
  • Fund Size $553.3M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.50%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis MSCDX

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

  • People Pillar

    The People Pillar is our evaluation of the MSCDX 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 MSCDX’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 Opps R5 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSCDX

More MSCDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twist Bioscience Corp

2.38 13M
Healthcare

Enpro Inc

1.75 9M
Industrials

Cathay General Bancorp

1.74 9M
Financial Services

Zurn Elkay Water Solutions Corp

1.72 9M
Industrials

Helmerich & Payne Inc

1.67 9M
Energy

Outfront Media Inc

1.66 9M
Real Estate

AutoNation Inc

1.58 9M
Consumer Cyclical

Korn Ferry

1.54 8M
Industrials

Gates Industrial Corp Ltd

1.53 8M
Industrials

Terreno Realty Corp

1.53 8M
Real Estate

Sponsor Center