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.

Investment Information

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

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

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

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