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Massmutual Select Small Company Value Fund Class R5: (MF: MSVSX)

(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET

$9.25 USD

-0.03 (-0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.13 47
3 months 14.18 13
6 months 16.18 22
1 Year 13.20 56
3 Year 3.23 49
5 Year 9.23 51
10 Year 7.55 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 121.73
Bear Market (10/07 - 2/09) -47.52
Bull Market (2/09 - 3/21) 511.40

Load Adjusted Returns as of Jul 31, 2024

1 Year 8.72
5 Year 7.41
10 Year 5.81
Since Inception 7.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 3.11 -2.37 NA NA
2023 0.58 1.50 -4.43 13.00
2022 -5.29 -14.41 -6.00 10.07
2021 25.53 4.01 -1.23 5.86
2020 -37.08 20.70 2.62 34.39
2019 11.72 1.85 -0.42 7.86

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.1310.25-16.1336.524.7522.22-15.2410.3825.38-6.584.01
% Total Return Rel to Index -5.57-15.992.077.83-13.65-9.27-10.85-11.4013.44-7.96-9.63
% Total Return Rel to Peer 0.10-5.823.3817.20-14.24-3.21-4.47-5.219.43-1.851.33
% Perf Quintile vs Peer* 0.005.002.001.004.004.004.004.001.004.003.00
% Dividends 0.000.060.060.020.060.050.030.070.110.070.12
% Yield 0.000.650.580.170.570.520.300.530.870.500.70
Capital Gains ($) 0.000.441.191.720.000.431.562.310.073.212.39
Expense Ratio 0.960.960.961.041.101.081.031.031.021.021.01

* 1 = Top 20%, 5 = Bottom 20%