Nasdaq - Delayed Quote USD
MassMutual Small Cap Gr Eq I (MSGZX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.39% |
| 5y Average Return | 11.21% |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 21, 2024) | 47.86% |
| Worst 1Y Total Return (Oct 21, 2024) | -- |
| Best 3Y Total Return | 47.86% |
| Worst 3Y Total Return | -1.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSGZX
Category
- YTD
- 15.71%
- 12.40%
- 1-Month
- 1.80%
- 3.37%
- 3-Month
- 8.31%
- 4.88%
- 1-Year
- 29.81%
- 55.69%
- 3-Year
- 1.28%
- 19.34%
- 5-Year
- 11.35%
- 20.72%
- 10-Year
- 11.00%
- 13.98%
- Last Bull Market
- 31.08%
- 27.85%
- Last Bear Market
- -20.25%
- -24.06%
Annual Total Return (%) History
Year
MSGZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.61% | -1.64% | 8.31% | -- |
| 2023 | 4.47% | 6.27% | -6.12% | 12.18% |
| 2022 | -11.43% | -20.25% | 0.25% | 4.72% |
| 2021 | 4.45% | 3.92% | -1.60% | 3.56% |
| 2020 | -23.96% | 32.57% | 9.03% | 27.98% |
| 2019 | 19.47% | 6.06% | -2.86% | 9.67% |
| 2018 | 3.36% | 7.60% | 8.66% | -20.63% |
| 2017 | 6.89% | 4.84% | 5.21% | 5.90% |
| 2016 | -5.34% | 3.93% | 7.24% | 2.38% |
| 2015 | 6.29% | 1.09% | -12.44% | 2.46% |
| 2014 | 1.10% | 2.03% | -4.79% | 8.09% |
| 2013 | 13.52% | 6.22% | 11.83% | 9.65% |
| 2012 | 14.55% | -5.24% | 5.07% | -0.46% |
| 2011 | 10.66% | -1.31% | -23.01% | 12.50% |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 28 |
| 3-Month | 38 |
| 1-Year | 24 |
| 3-Year | 32 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 29.81% |
| 3-Year | 1.28% |
| 5-Year | 11.35% |
| 10-Year | 11.00% |
Performance & Risk
| YTD Return | 16.39% |
| 5y Average Return | 11.21% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | MassMutual |
| Net Assets | 774.68M |
| YTD Return | 15.71% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 30, 2002 |
Fund Summary
The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000? Index or the S&P SmallCap 600 Index. While most assets typically will be invested in common stocks of U.S. companies, the fund also may invest up to 20% of its total assets in foreign securities, including emerging market securities.
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