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Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual Fundamental Value Fund (MFULX)

8.62
-0.03
(-0.35%)
At close: November 22 at 8:01:42 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 15.60%
5y Average Return 11.57%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Sep 20, 2024) 31.35%
Worst 1Y Total Return (Sep 20, 2024) --
Best 3Y Total Return 31.35%
Worst 3Y Total Return 3.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFULX
Category
YTD
15.66%
4.44%
1-Month
2.26%
-4.04%
3-Month
5.73%
4.09%
1-Year
22.84%
14.37%
3-Year
9.41%
6.04%
5-Year
12.45%
9.20%
10-Year
8.70%
8.57%
Last Bull Market
23.47%
22.97%
Last Bear Market
-10.44%
-11.27%

Annual Total Return (%) History

Year
MFULX
Category
2024
--
--
2023
11.34%
11.63%
2022
-2.93%
-5.90%
2021
28.08%
26.22%
2020
1.65%
2.91%
2019
23.16%
25.04%
2018
-11.06%
-8.53%
2017
14.92%
15.94%

2016
13.38%
14.81%
2015
-3.44%
-4.05%
2014
11.14%
10.21%
2013
31.35%
31.21%
2012
16.16%
14.57%
2011
-2.39%
-0.75%
2010
13.71%
13.66%
2009
23.81%
24.13%
2008
-34.04%
-37.09%
2007
8.21%
1.42%
2006
20.90%
18.15%
2005
7.28%
5.95%
2004
9.65%
12.97%
2003
29.56%
28.44%
2002
-21.40%
-18.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.98% -0.95% -- --
2023 -1.77% 4.32% -0.58% 9.28%
2022 0.79% -10.44% -5.77% 14.13%
2021 13.97% 5.59% -1.67% 8.24%
2020 -30.01% 16.48% 4.40% 19.44%
2019 9.71% 2.82% 1.86% 7.18%
2018 -2.91% 1.06% 4.53% -13.28%
2017 3.75% 2.01% 2.91% 5.51%
2016 0.69% 3.25% 3.15% 5.73%
2015 1.00% -0.21% -9.02% 5.30%

2014 1.68% 4.47% -0.05% 4.67%
2013 11.32% 4.26% 4.23% 8.58%
2012 12.59% -4.23% 6.36% 1.28%
2011 5.55% -1.27% -17.45% 13.47%
2010 6.34% -13.03% 10.37% 11.41%
2009 -11.44% 15.92% 15.29% 4.61%
2008 -8.46% -1.29% -9.42% -19.41%
2007 1.78% 6.61% 1.83% -2.07%
2006 5.91% 1.18% 6.02% 6.41%
2005 -0.46% 1.03% 4.98% 1.63%
2004 1.10% 1.28% -1.95% 9.22%
2003 -4.74% 17.20% 1.38% 14.47%
2002 1.60% -9.55% -20.02% 6.94%

Rank in Category (By Total Return)

YTD 34
1-Month 57
3-Month 68
1-Year 33
3-Year 23
5-Year 36

Load Adjusted Returns

1-Year 22.84%
3-Year 9.41%
5-Year 12.45%
10-Year 8.70%

Performance & Risk

YTD Return 15.60%
5y Average Return 11.57%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family MassMutual
Net Assets --
YTD Return 15.66%
Yield 1.26%
Morningstar Rating
Inception Date Dec 31, 2002

Fund Summary

The fund invests primarily in equity securities of issuers that the fund's subadvisers believe are undervalued. It normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stocks, rights, and warrants. It may invest up to 20% of its total assets in the securities of foreign issuers and American Depositary Receipts, including emerging market securities.

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