Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual Small Cap Value Equity Fund (MMQIX)

7.40
-0.01
(-0.13%)
As of 8:09:18 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index or the S&P SmallCap 600 Index. It invests primarily in common stocks of small-capitalization companies that the fund's subadvisers believe are undervalued.

MassMutual Select Funds - MassMutual Small Cap Value Equity Fund

Springfield MA 01111
1295 State St

Fund Overview

Category Small Blend
Fund Family MassMutual
Net Assets 38.36M
YTD Return 8.09%
Yield 0.00%
Morningstar Rating
Inception Date Feb 01, 2023

Fund Operations

Last Dividend 0.03
Last Cap Gain 19.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense MMQIX Category Average
Annual Report Expense Ratio (net) 1.10% 1.03%
Prospectus Net Expense Ratio 1.10% --
Prospectus Gross Expense Ratio 1.26% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Shaun F. Pedersen, Lead Manager since October 05, 2009
Shaun F. Pedersen. is Senior Managing Director and Equity Portfolio Manager of Wellington Management. Shaun F. Pederson, began his investment career in 1991. Mr. Pedersen joined Wellington Management as an investment professional in 2004. He has been involved in portfolio management and securities analysis for the Trust since joining the firm. Prior to joining Wellington Management, Mr. Pedersen was an investment professional at Thomas Weisel Asset Management (2001-2004) and at The Boston Company (1996-2000).

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers