Mutual Funds - Profile

MassMutual Select Overseas Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

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

The fund manages assets through two sub-advisers, Massachusetts Financial Services Company and Harris Associates L.P.

The sub-advisers each are responsible for a portion of the portfolio, but not necessarily equally weighted.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

However, each sub-adviser may invest a significant percentage of the fund’s net assets in a single country or More

Price

  • Last Close
  • $10.2
    -0.03
  • 52 Week HL
  • $10.7 - $7.47
  • Net Assets
  • $688 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 12, 2021

Company Holding
Bayer AG 2.25
Nestle SA 2.23
Roche Holding 2.16
Intesa Sanpaolo 2.15
Schneider National, 2.10
Company Holding
Glencore PLC 1.96
Fixed Inc 1.94
AIA Group 1.79
Lloyds Banking 1.75
Air Liquide 1.69
Total 20.02%

Manager

  • Name
  • Filipe Benzinho
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Massachusetts Financial Services Company

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
9.7 % YTD

  • 3 Year
  • 42.46%
  • 5 Year
  • 56.04%
  • Best
  • 41.74%
    2009
  • Worst
  • -39.77%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MOSYX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.2% -26.7% 10.5% -1.8% 8.3% -3.1% 5.6% -1% 3.7% 14.5% -
Q2 5.7% 17.5% 4% -1.1% 7.3% -3.2% 0.7% 3.1% - -8.9% -
Q3 2.7% 5% -1.2% 1.4% 5.6% 7.8% -10.7% -6% 10.3% 5.5% -
Q4 1.5% 17.8% 5.8% -13.3% 3.3% 1.3% 2.9% -2.6% 5.5% 8.8% -

Returns +
M

J F M A M J J A S O N D
2021 -2.2% 3.8% 2.6% 3.2% 4.5% -1.9% 0.3% 1.2% 1.2% -3% - -
2020 -3.6% -7.5% -17.7% 7.4% 5.2% 4% 3.2% 5.1% -3.2% -4.3% 18.6% 3.8%

Annual Return

Index Comparison

Alpha

NAV