OFI Global Institutional, Inc.

Inception Date


Morningstar Category

Large Blend

Portfolio Managers

  • Benjamin Ram | OFI Global Institutional, Inc. | Managed the fund since May 2009
  • Manind Govil | OFI Global Institutional, Inc. | Managed the fund since May 2009
  • Paul Larson | OFI Global Institutional, Inc. | Managed the fund since February 2014

Investment Objective

The Fund seeks a high total return.

Investment Overview

The investment seeks a high total return. The fund invests primarily in common stocks of U.S. companies of different capitalization ranges. It currently focuses on companies with market capitalizations at the time of purchase within the market capitalization range of companies included within the Russell 1000® Index, although it may purchase stocks of companies with any market capitalization. The fund generally will not invest more than 15% of its total assets in foreign securities.

Fund Basics

Return to Top
Gross Expense Ratio
Net Expense Ratio
Ticker MSZIX
Gross Expense Ratio 0.71%
Net Expense Ratio 0.71%
Ticker MMSSX
Gross Expense Ratio 0.81%
Net Expense Ratio 0.81%
Ticker MMSYX
Gross Expense Ratio 0.91%
Net Expense Ratio 0.91%
Ticker MMSLX
Gross Expense Ratio 1.01%
Net Expense Ratio 1.01%
Ticker MSSAX
Gross Expense Ratio 1.26%
Net Expense Ratio 1.26%
Ticker MSSRX
Gross Expense Ratio 1.16%
Net Expense Ratio 1.16%
Ticker MMSNX
Gross Expense Ratio 1.41%
Net Expense Ratio 1.41%

Investment Risk

TThe Fund’s Principal Risks include - Bank Loans Risk, Below Investment Grade Fixed Income Securities Risk, Cash Position Risk, Convertible Securities Risk, Credit Risk, Defaulted and Distressed Securities Risk, Derivatives Risk, Dollar Roll and Reverse Repurchase Agreement Transaction Risk, Equity Securities Risk, Fixed Income Securities Risk, Foreign Investment; Emerging Markets; Currency Risk, Frequent Trading/Portfolio Turnover Risk, Growth Company Risk, Large Company Risk, Leveraging Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage-and Asset-Backed Securities Risk, Preferred Stocks Risk, Quantitative Models Risk, Repurchase Agreement Risk, Restricted Securities Risk, Risk of Investment in Other Funds or Pools Risk, Sector Risk, Small and Mid-Cap Company Risk, Sovereign Debt Obligations Risk, U.S. Government Risk, Valuation Risk, Value Company Risk, When-Issued, Delayed Delivery, TBA and Forward Commitment Transaction Risk. Please refer to the summary prospectus (via the link below or by sending an email to fundinfo@massmutual.com) for more information on the specific risks.