Massmutual Premier Small Cap Opportunities Fund Administrative Class: (MF: MSCLX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$18.68 USD
+0.16 (0.86%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 12.70 | 32 |
3 months | 9.62 | 18 |
6 months | 6.12 | 28 |
1 Year | 27.39 | 27 |
3 Year | 5.27 | 32 |
5 Year | 12.13 | 18 |
10 Year | 8.90 | 46 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 122.50 |
Bear Market (10/07 - 2/09) | -56.06 |
Bull Market (2/09 - 3/21) | 740.63 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 27.39 |
5 Year | 12.13 |
10 Year | 8.90 |
Since Inception | 8.61 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 6.20 | -3.20 | 9.62 | NA |
2023 | 3.60 | 5.41 | -4.71 | 13.03 |
2022 | -5.88 | -15.28 | -2.85 | 8.46 |
2021 | 13.02 | 3.85 | -0.73 | 4.73 |
2020 | -30.85 | 28.33 | 6.15 | 27.48 |
2019 | 11.88 | 3.36 | 0.29 | 8.60 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 12.70 | 17.63 | -15.98 | 22.04 | 20.08 | 25.96 | -10.76 | 14.03 | 17.94 | -15.19 | 11.89 |
% Total Return Rel to Index | -9.40 | -8.60 | 2.21 | -6.64 | 1.68 | -5.52 | -6.36 | -7.76 | 6.00 | -16.57 | -1.74 |
% Total Return Rel to Peer | 1.28 | 1.56 | 3.53 | 2.72 | 1.08 | 0.53 | 0.01 | -1.56 | 1.99 | -10.46 | 9.22 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 5.00 | 1.00 |
% Dividends | 0.00 | 0.02 | 0.09 | 0.00 | 0.06 | 0.01 | 0.01 | 0.02 | 0.14 | 0.06 | 0.13 |
% Yield | 0.00 | 0.13 | 0.60 | 0.00 | 0.35 | 0.10 | 0.14 | 0.14 | 0.90 | 0.45 | 0.73 |
Capital Gains ($) | 0.00 | 0.76 | 0.07 | 1.81 | 1.21 | 0.07 | 1.37 | 1.94 | 0.34 | 0.00 | 2.33 |
Expense Ratio | 0.96 | 0.97 | 0.95 | 0.96 | 0.99 | 1.00 | 0.99 | 1.00 | 1.01 | 0.99 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%