Nasdaq - Delayed Quote USD

MassMutual Equity Opports I (MFVZX)

16.34
-0.56
(-3.31%)
As of 8:08:53 AM EDT. Market Open.

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Protected Investors of America
  • Mid Atlantic Capital Corp
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Raymond James
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Fidelity Advisor 401(k) I Shares
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Fidelity Advisor 401(k) M Shares
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

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

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