Nasdaq - Delayed Quote USD
MassMutual Equity Opports I (MFVZX)
16.34
-0.56
(-3.31%)
As of 8:08:53 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.20% |
| 5y Average Return | 15.12% |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 2, 2025) | 38.45% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 38.45% |
| Worst 3Y Total Return | 5.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MFVZX
Category
- YTD
- 0.66%
- 5.31%
- 1-Month
- -2.55%
- -4.19%
- 3-Month
- 0.66%
- 3.90%
- 1-Year
- 4.37%
- 20.31%
- 3-Year
- 5.74%
- 6.48%
- 5-Year
- 14.45%
- 11.78%
- 10-Year
- 10.41%
- 10.96%
- Last Bull Market
- 12.67%
- 25.56%
- Last Bear Market
- -9.15%
- -15.11%
Annual Total Return (%) History
Year
MFVZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.66% | -- | -- | -- |
| 2024 | 5.89% | -0.61% | 8.98% | -4.28% |
| 2023 | 0.74% | 3.92% | -4.19% | 10.50% |
| 2022 | -1.01% | -9.15% | -6.25% | 13.30% |
| 2021 | 5.21% | 6.17% | 0.15% | 10.33% |
| 2020 | -19.56% | 12.51% | 7.56% | 12.34% |
| 2019 | 12.51% | 6.12% | 2.69% | 5.53% |
| 2018 | -0.95% | 3.47% | 6.54% | -9.61% |
| 2017 | 6.21% | 3.74% | 3.74% | 6.45% |
| 2016 | -0.53% | -1.17% | 9.26% | 10.10% |
| 2015 | -1.81% | 1.30% | -13.39% | 5.72% |
| 2014 | -0.77% | 7.43% | -0.37% | 5.97% |
| 2013 | 11.56% | 7.13% | 6.19% | 9.09% |
| 2012 | 14.96% | -6.05% | 7.14% | 4.81% |
| 2011 | 6.29% | -1.01% | -18.05% | 15.84% |
Rank in Category (By Total Return)
| YTD | 7 |
| 1-Month | 6 |
| 3-Month | 7 |
| 1-Year | 73 |
| 3-Year | 87 |
| 5-Year | 92 |
Load Adjusted Returns
| 1-Year | 4.37% |
| 3-Year | 5.74% |
| 5-Year | 14.45% |
| 10-Year | 10.41% |
Performance & Risk
| YTD Return | 1.20% |
| 5y Average Return | 15.12% |
| Rank in Category (ytd) | 7 |
| % 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 | 0.66% |
| Yield | 1.20% |
| 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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