MassMutual Select Mid Cap Value Fund Service Class

 (MUTF:MLUYX)   Watch this mutual fund  
Find more results for MUTF:MLUYX

Performance

Trailing returns

1 day   +0.41%
   
1 week
   
-0.81%  
4 week   +0.82%
   
3 month   +1.80%
   
YTD   +2.44%
   
1 year   +19.23%
   
3 years*   +5.79%
   
5 years*   +13.72%
   
*annualized
Best 3 month return+25.53%  
Worst 3 month return-31.35%  

Morningstar statistics

Morningstar category: Mid-Cap Value
  Return Risk Rating
3 years Average Average
5 years Below Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets103.15M 
Front load-  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyMassMutual 

Asset allocation

Cash-1.12%  
Stocks101.12%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
14.72+0.06(0.41%)
Jun 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of mid-capitalization companies that the subadvisers believe are undervalued. 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. 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.
Fund filings (PDF) »
Asset managers:
Kevin Toney (Started: Sep 9, 2015)
Ronald Mushock (Started: Jun 16, 2009)
Brian Woglom (Started: Sep 9, 2015)
D. Kevin McCreesh (Started: Jun 16, 2009)
Phillip Davidson (Started: Sep 9, 2015)
Michael Liss (Started: Sep 9, 2015)
Advisor Company:
MML Investment Advisers, LLC
Fund family reports on Morningstar »
MML Investment Advisers, LLC, 100 Bright Meadow Blvd.,, Enfield, Connecticut 06082, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.11 -4.12 -2.64 -1.81
Beta* 1.10 1.07 1.05 1.11
Mean annual return 1.16 0.57 1.08 0.58
R-squared* 54.30 80.93 81.54 87.21
Standard deviation 9.17 12.36 11.21 18.14
Sharpe ratio 1.45 0.53 1.14 0.35
* Against standard index

Top 10 holdings

Security Net Assets  
Northern Trust Corp (NTRS) 2.87%  
Johnson Controls International PLC (JCI) 1.69%  
Unum Group (UNM) 1.51%  
PG&E Corp (PCG) 1.50%  
Baxter International Inc (BAX) 1.26%  
Micron Technology Inc (MU) 1.22%  
iShares Russell Mid-Cap Value 1.18%  
Applied Materials Inc (AMAT) 1.17%  
Public Service Enterprise Group Inc (PEG) 1.17%  
SL Green Realty Corp (SLG) 1.16%