Nasdaq - Delayed Quote USD

MassMutual Small Company Val I (MSVZX)

8.26
-0.70
(-7.81%)
As of 8:08:54 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.86%
5y Average Return 17.72%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 2, 2025) 36.62%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 36.62%
Worst 3Y Total Return 0.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSVZX
Category
YTD
-8.42%
26.79%
1-Month
-6.48%
-1.77%
3-Month
-8.42%
4.45%
1-Year
-3.17%
71.02%
3-Year
-0.50%
9.35%
5-Year
16.27%
12.17%
10-Year
5.93%
9.95%
Last Bull Market
21.06%
28.07%
Last Bear Market
-14.45%
-24.24%

Annual Total Return (%) History

Year
MSVZX
Category
2025
--
--
2024
9.79%
--
2023
10.49%
--
2022
-15.99%
--
2021
36.62%
--
2020
4.89%
4.02%
2019
22.24%
21.43%
2018
-15.09%
-15.46%

2017
10.51%
8.54%
2016
25.58%
25.99%
2015
-6.51%
-6.71%
2014
4.10%
3.34%
2013
32.46%
36.22%
2012
15.04%
16.00%
2011
-2.34%
-4.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.42% -- -- --
2024 3.83% -3.04% 7.94% 1.03%
2023 0.59% 1.52% -4.37% 13.15%
2022 -5.25% -14.45% -5.84% 10.08%
2021 25.53% 4.05% -1.17% 5.83%
2020 -37.08% 20.88% 2.51% 34.53%
2019 11.69% 1.98% -0.43% 7.79%
2018 -2.54% 5.66% 2.29% -19.39%
2017 0.72% 0.40% 6.16% 2.96%
2016 0.39% 3.63% 7.11% 12.69%

2015 1.18% -0.76% -8.38% 1.61%
2014 2.44% 2.92% -8.06% 7.39%
2013 12.19% 1.27% 6.77% 9.20%
2012 10.49% -4.60% 5.15% 3.80%
2011 8.31% -2.56% -20.51% 16.42%

Rank in Category (By Total Return)

YTD 67
1-Month 84
3-Month 67
1-Year 48
3-Year 88
5-Year 64

Load Adjusted Returns

1-Year -3.17%
3-Year -0.50%
5-Year 16.27%
10-Year 5.93%

Performance & Risk

YTD Return -6.86%
5y Average Return 17.72%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family MassMutual
Net Assets 58.16M
YTD Return -8.42%
Yield 1.54%
Morningstar Rating
Inception Date Dec 31, 2001

Fund Summary

The fund invests primarily in equity securities that the subadvisers consider to be undervalued. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the 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.

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