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Nasdaq - Delayed Quote USD

MassMutual Equity Opports R3 (MFVNX)

11.52
+0.76
+(7.06%)
At close: 8:01:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.60%
5y Average Return 11.07%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 9, 2025) 37.19%
Worst 1Y Total Return (Apr 9, 2025) --
Best 3Y Total Return 37.19%
Worst 3Y Total Return 4.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFVNX
Category
YTD
0.50%
5.31%
1-Month
-2.60%
-4.19%
3-Month
0.50%
3.90%
1-Year
3.60%
20.31%
3-Year
4.99%
6.48%
5-Year
13.66%
11.78%
10-Year
9.64%
10.96%
Last Bull Market
12.19%
25.56%
Last Bear Market
-9.34%
-15.11%

Annual Total Return (%) History

Year
MFVNX
Category
2025
--
--
2024
9.04%
--
2023
10.07%
22.32%
2022
-5.16%
-16.96%
2021
22.57%
26.07%
2020
8.57%
15.83%
2019
28.45%
28.78%
2018
-1.91%
-6.27%

2017
20.74%
20.44%
2016
17.47%
10.37%
2015
-9.53%
-1.07%
2014
11.67%
10.96%
2013
37.19%
31.50%
2012
20.13%
14.96%
2011
-1.02%
-1.27%
2010
20.90%
14.01%
2009
61.91%
28.17%
2008
-43.29%
-37.79%
2007
1.21%
6.16%
2006
19.35%
14.17%
2005
2.61%
5.88%
2004
11.05%
10.02%
2003
44.70%
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.50% -- -- --
2024 5.77% -0.81% 8.77% -4.45%
2023 0.57% 3.80% -4.36% 10.25%
2022 -1.15% -9.34% -6.47% 13.15%
2021 5.02% 6.01% -0.06% 10.16%
2020 -19.74% 12.38% 7.32% 12.16%
2019 12.25% 5.99% 2.46% 5.37%
2018 -1.03% 3.20% 6.41% -9.75%
2017 6.00% 3.58% 3.55% 6.21%
2016 -0.65% -1.36% 9.03% 9.95%

2015 -1.96% 1.17% -13.58% 5.54%
2014 -0.96% 7.18% -0.49% 5.72%
2013 11.35% 6.86% 5.93% 8.85%
2012 14.66% -6.23% 6.87% 4.56%
2011 6.08% -1.25% -18.29% 15.62%
2010 9.76% -14.60% 14.30% 12.85%
2009 -2.48% 24.43% 27.21% 4.89%
2008 -10.59% -6.45% -6.98% -27.11%
2007 1.35% 9.10% -1.09% -7.45%
2006 4.19% -2.10% 6.78% 9.58%
2005 -1.59% 2.65% 1.09% 0.48%
2004 3.39% 0.63% -3.72% 10.85%
2003 0.42% 23.01% 0.82% 16.18%

Rank in Category (By Total Return)

YTD 8
1-Month 6
3-Month 8
1-Year 77
3-Year 92
5-Year 96

Load Adjusted Returns

1-Year 3.60%
3-Year 4.99%
5-Year 13.66%
10-Year 9.64%

Performance & Risk

YTD Return -3.60%
5y Average Return 11.07%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MassMutual
Net Assets 489.55M
YTD Return 0.50%
Yield 0.89%
Morningstar Rating
Inception Date Feb 01, 2023

Fund Summary

The fund invests primarily in equity securities of U.S. companies that the fund's subadvisers believe are financially sound, valued conservatively by the market, and have improving prospects. It typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund generally will not invest more than 30% of its total assets in foreign securities.

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