Nasdaq - Delayed Quote USD

MassMutual Small Cap Val Eq R5 (MMQSX)

9.22 +0.14 (+1.54%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 9.08
  • YTD Return 8.26%
  • Expense Ratio 1.20%
  • Category Small Blend
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 41.59M
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 47.00%
  • Last Dividend 0.01
  • Inception Date Feb 1, 2023

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in 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. It invests primarily in common stocks of small-capitalization companies that the fund's subadvisers believe are undervalued.

MassMutual

Fund Family

Small Blend

Fund Category

41.59M

Net Assets

2023-02-01

Inception Date

Performance Overview: MMQSX

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Trailing returns as of 10/25/2024. Category is Small Blend.

YTD Return

MMQSX
8.26%
Category
20.19%
?

1-Year Return

MMQSX
20.44%
Category
60.18%
?

3-Year Return

MMQSX
7.08%
Category
11.32%
?

5-Year Return

MMQSX
10.13%
Category
13.88%
?

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Holdings: MMQSX

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Top 10 Holdings (18.71% of Total Assets)

SymbolCompany% Assets
COHR
Coherent Corp. 3.05%
EPAC
Enerpac Tool Group Corp. 2.04%
ATI
ATI Inc. 1.91%
TSEM.TA
Tower Semiconductor Ltd. 1.81%
KEX
Kirby Corporation 1.81%
CIEN
Ciena Corporation 1.74%
GBX
The Greenbrier Companies, Inc. 1.69%
TCBI
Texas Capital Bancshares, Inc. 1.61%
LOB
Live Oak Bancshares, Inc. 1.53%
LITE
Lumentum Holdings Inc. 1.51%

Sector Weightings

Recent News: MMQSX

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Research Reports: MMQSX

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