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MassMutual Diversified Value Fund (MDDIX)

10.97 +0.14 (+1.29%)
At close: 8:01 PM EST
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DELL
  • Previous Close 10.83
  • YTD Return 18.22%
  • Expense Ratio 0.61%
  • Category Large Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 628.31M
  • Beta (5Y Monthly) 0.82
  • Yield 3.23%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.18
  • Inception Date Apr 1, 2014

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks, securities convertible into stocks, and other securities, such as warrants and stock rights, whose value is based on stock prices. It typically invests most of its assets in securities of U.S. companies, but may invest up to 25% of its total assets in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities.

MassMutual

Fund Family

Large Value

Fund Category

628.31M

Net Assets

2014-04-01

Inception Date

Performance Overview: MDDIX

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Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

MDDIX
18.22%
Category
4.44%
 

1-Year Return

MDDIX
33.37%
Category
14.37%
 

3-Year Return

MDDIX
9.01%
Category
6.04%
 

5-Year Return

MDDIX
11.52%
Category
9.20%
 

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Holdings: MDDIX

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Top 10 Holdings (25.51% of Total Assets)

SymbolCompany% Assets
JPM
JPMorgan Chase & Co. 4.98%
ABBV
AbbVie Inc. 3.48%
JNJ
Johnson & Johnson 2.75%
BAC
Bank of America Corporation 2.67%
CVX
Chevron Corporation 2.19%
LOW
Lowe's Companies, Inc. 2.07%
CAT
Caterpillar Inc. 1.91%
VZ
Verizon Communications Inc. 1.89%
PM
Philip Morris International Inc. 1.88%
WFC
Wells Fargo & Company 1.69%

Sector Weightings

SectorMDDIX
Healthcare   16.67%
Industrials   12.33%
Energy   7.39%
Technology   5.93%
Utilities   4.33%
Real Estate   0.08%

Recent News: MDDIX

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Research Reports: MDDIX

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