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Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual Mid Cap Value Fund (MLUZX)

11.15
+0.05
+(0.45%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.72%
5y Average Return 8.12%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 34.02%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 34.02%
Worst 3Y Total Return 4.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MLUZX
Category
YTD
10.92%
21.28%
1-Month
-6.32%
-1.96%
3-Month
-1.33%
4.90%
1-Year
10.92%
55.83%
3-Year
4.33%
11.08%
5-Year
7.44%
11.93%
10-Year
7.68%
10.64%
Last Bull Market
15.79%
25.54%
Last Bear Market
-10.60%
-22.08%

Annual Total Return (%) History

Year
MLUZX
Category
2024
10.92%
--
2023
8.43%
--
2022
-5.58%
--
2021
25.18%
--
2020
0.74%
2.63%
2019
29.25%
25.18%
2018
-12.78%
-12.86%
2017
12.17%
13.22%

2016
21.22%
18.06%
2015
-4.48%
-5.41%
2014
6.75%
9.31%
2013
34.02%
35.14%
2012
16.54%
16.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.03% -3.97% 9.38% -1.33%
2023 0.65% 2.39% -4.04% 9.65%
2022 1.12% -10.60% -6.55% 11.76%
2021 12.05% 4.55% -0.40% 7.28%
2020 -27.99% 15.12% 3.98% 16.87%
2019 13.34% 3.52% 3.07% 6.88%
2018 -2.55% 1.95% 3.16% -14.90%
2017 2.30% 0.14% 3.61% 5.68%
2016 2.79% 3.67% 4.54% 8.83%
2015 2.23% -1.86% -9.42% 5.11%

2014 2.32% 4.59% -3.79% 3.68%
2013 13.53% 0.40% 8.35% 8.53%
2012 13.02% -5.03% 6.24% 2.20%

Rank in Category (By Total Return)

YTD 55
1-Month 34
3-Month 39
1-Year 55
3-Year 64
5-Year 75

Load Adjusted Returns

1-Year 10.92%
3-Year 4.33%
5-Year 7.44%
10-Year 7.68%

Performance & Risk

YTD Return 2.72%
5y Average Return 8.12%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family MassMutual
Net Assets 51.42M
YTD Return 10.92%
Yield 1.56%
Morningstar Rating
Inception Date Aug 29, 2006

Fund Summary

The fund invests primarily in equity securities of mid-capitalization companies that the fund's subadvisers believe are undervalued. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stock, stock futures contracts, stock index futures contracts, rights, and warrants. It invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the stocks of mid-cap companies.

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