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Nasdaq - Delayed Quote USD

MassMutual Equity Opports R5 (MFVSX)

16.28
+1.08
+(7.11%)
At close: 8:04:02 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.28%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 6

Performance & Risk

YTD Return -3.44%
5y Average Return 11.74%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MFVSXCategory AverageMFVSXCategory AverageMFVSXCategory Average
Alpha -2.15 -0.01 -0.37 -0.01 -0.53 -0.01
BETA 0.72 0.01 0.76 0.01 0.86 0.01
Mean Annual Return 0.54 0.01 1.21 0.01 0.91 0.01
R-squared 78.16 0.94 79.44 0.95 80.38 0.95
Standard Deviation 14.08 0.17 14.45 0.19 14.69 0.15
Sharpe Ratio 0.14 0 0.81 0.01 0.61 0.01
Treynor Ratio 1.4 0.03 15.1 0.1 9.71 0.1

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