Nasdaq - Delayed Quote USD

MassMutual Small Cap Gr Eq I (MSGZX)

13.14
-0.70
(-5.06%)
As of 8:08:53 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -18.54%
5y Average Return 12.62%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 4, 2025) 47.86%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 47.86%
Worst 3Y Total Return -1.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSGZX
Category
YTD
-10.11%
12.40%
1-Month
-6.93%
3.37%
3-Month
-10.11%
4.88%
1-Year
-4.37%
55.69%
3-Year
0.55%
19.34%
5-Year
13.00%
20.72%
10-Year
8.29%
13.98%
Last Bull Market
23.26%
27.85%
Last Bear Market
-20.25%
-24.06%

Annual Total Return (%) History

Year
MSGZX
Category
2025
--
--
2024
15.53%
--
2023
16.93%
--
2022
-25.85%
--
2021
10.60%
--
2020
40.66%
38.62%
2019
34.99%
27.68%
2018
-4.09%
-5.76%

2017
24.86%
21.50%
2016
8.01%
11.20%
2015
-3.61%
-2.41%
2014
6.16%
2.44%
2013
47.86%
40.91%
2012
13.53%
13.15%
2011
-5.41%
-3.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.11% -- -- --
2024 8.61% -1.64% 8.31% -0.16%
2023 4.47% 6.27% -6.12% 12.18%
2022 -11.43% -20.25% 0.25% 4.72%
2021 4.45% 3.92% -1.60% 3.56%
2020 -23.96% 32.57% 9.03% 27.98%
2019 19.47% 6.06% -2.86% 9.67%
2018 3.36% 7.60% 8.66% -20.63%
2017 6.89% 4.84% 5.21% 5.90%
2016 -5.34% 3.93% 7.24% 2.38%

2015 6.29% 1.09% -12.44% 2.46%
2014 1.10% 2.03% -4.79% 8.09%
2013 13.52% 6.22% 11.83% 9.65%
2012 14.55% -5.24% 5.07% -0.46%
2011 10.66% -1.31% -23.01% 12.50%

Rank in Category (By Total Return)

YTD 46
1-Month 39
3-Month 46
1-Year 44
3-Year 50
5-Year 38

Load Adjusted Returns

1-Year -4.37%
3-Year 0.55%
5-Year 13.00%
10-Year 8.29%

Performance & Risk

YTD Return -18.54%
5y Average Return 12.62%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family MassMutual
Net Assets 545.06M
YTD Return -10.11%
Yield 0.03%
Morningstar Rating
Inception Date Apr 01, 2014

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the 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. While most assets typically will be invested in common stocks of U.S. companies, the fund also may invest up to 20% of its total assets in foreign securities, including emerging market securities.

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