MassMutual Premier Disciplined Growth Fund Class R5

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

Performance

Trailing returns

1 day   +0.16%
   
1 week   +1.48%
   
4 week   +4.84%
   
3 month   +4.26%
   
YTD   +5.29%
   
1 year   +17.21%
   
3 years*   +18.63%
   
5 years*   +17.54%
   
*annualized
Best 3 month return+23.03%  
Worst 3 month return-33.37%  

Morningstar statistics

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

Key statistics

Total assets461.44M 
Front load-  
Deferred load-  
Expense ratio0.64%  
Management fee-  
Fund familyMassMutual 

Asset allocation

Cash0.52%  
Stocks99.49%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
12.330.00(0.00%)
Feb 26, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to outperform the total return performance of its benchmark index, the Russell 1000� Growth Index, while maintaining risk characteristics similar to those of the benchmark. The fund invests substantially all (but no less than 80%) of its net assets in common stocks of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included within the Russell 1000 Growth Index ("index"). The index is an unmanaged index that contains those stocks with a greater than average growth orientation among the stocks of the 1000 largest U.S. companies based on total market capitalization.
Fund filings (PDF) »
Asset managers:
Chris Cao (Started: Jun 4, 2001)
Michael Farrell (Started: Dec 19, 2000)
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* -1.34 0.16 0.58 1.01
Beta* 1.05 1.01 1.04 1.00
Mean annual return 1.09 1.41 1.38 0.79
R-squared* 91.92 94.64 96.82 95.07
Standard deviation 8.78 9.63 13.62 15.10
Sharpe ratio 1.48 1.75 1.21 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 6.62%  
Microsoft Corp (MSFT) 2.99%  
Verizon Communications Inc (VZ) 2.00%  
Oracle Corporation (ORCL) 1.81%  
Gilead Sciences Inc (GILD) 1.76%  
International Business Machines Corp (IBM) 1.75%  
Amgen Inc (AMGN) 1.74%  
PepsiCo Inc (PEP) 1.61%  
Coca-Cola Co (KO) 1.60%  
Home Depot Inc (HD) 1.48%