Mutual Funds - Profile

MassMutual Select Equity Opportunities Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The fund manages assets with the help of two sub-advisors namely Wellington Management Company LLP and T. Rowe Price & Associates, Inc.

The sub-advisers’ investment process focuses on companies that are estimated to be financially sound, valued conservatively by the market, and have improving prospects.

T. Rowe Price uses internal research to identify companies that appear to be undervalued or may be out of favor for temporary reasons but have good prospects for capital appreciation and More

Price

  • Last Close
  • $19.76
    -0.1
  • 52 Week HL
  • $20.05 - $15.51
  • Net Assets
  • $762 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Manager

  • Name
  • John D. Linehan
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Wellington Management Company LLP

Documents

  • Prospectus
  • Annual Reports

Performance
-0.9 % YTD

  • 3 Year
  • 28.4%
  • 5 Year
  • 54.8%
  • Best
  • 63.2%
    2009
  • Worst
  • -42.9%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MFVSX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -0.9% 5.2% -19.6% 12.4% -1% 6.1% -0.5% -1.8% -0.8% 11.5% -
Q2 - 6.1% 12.5% 5.4% 5.4% 3.8% -1.2% 1.3% 7.4% 7.1% -
Q3 - 0.1% 7.5% 2.3% 6.5% 3.7% 9.2% -13.4% -0.4% 5.3% -
Q4 - -1.6% 4.8% -3.4% -10.3% 6.5% 10.1% 6% 5.8% 9.1% -

Returns +
M

J F M A M J J A S O N D
2022 -0.9% - - - - - - - - - - -
2021 -3.8% 4.8% 4.3% 5% 1.8% -0.7% 2.4% 1.6% -3.8% 5.3% -3.1% -3.6%

Annual
Return

Index Comparison

Alpha

NAV