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Summary

Subadvisor

OFI Global Institutional, Inc.

Inception Date

7/20/1998

Morningstar Category

Small Blend

Portfolio Managers

  • Matthew P. Ziehl | OFI Global Institutional, Inc. | Managed the fund since May 2009
  • Raman Vardharaj | OFI Global Institutional, Inc. | Managed the fund since May 2009
  • Raymond Anello | OFI Global Institutional, Inc. | Managed the fund since April 2011
  • Adam Weiner | OFI Global Institutional, Inc. | Managed the fund since April 2013
  • Joy Budzinski | OFI Global Institutional, Inc. | Managed the fund since April 2013
  • Kristin Ketner Pak | OFI Global Institutional, Inc. | Managed the fund since April 2013
  • Magnus Krantz | OFI Global Institutional, Inc. | Managed the fund since April 2013

Investment Objective

This Fund seeks capital appreciation.

Investment Overview

The investment seeks capital appreciation. The fund invests primarily in common stocks of small-capitalization U.S. companies that the fund's subadviser believes have favorable business trends or prospects based on fundamental analysis. Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies. The subadviser currently considers "small-cap" companies to be those whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index.

Fund Basics

Return to Top
Ticker
Gross Expense Ratio
Net Expense Ratio
Ticker MSOOX
Gross Expense Ratio 0.69%
Net Expense Ratio 0.69%
Ticker MSCDX
Gross Expense Ratio 0.79%
Net Expense Ratio 0.79%
Ticker MSVYX
Gross Expense Ratio 0.89%
Net Expense Ratio 0.89%
Ticker MSCLX
Gross Expense Ratio 0.99%
Net Expense Ratio 0.99%
Ticker DLBMX
Gross Expense Ratio 1.24%
Net Expense Ratio 1.24%
Ticker MOORX
Gross Expense Ratio 1.14%
Net Expense Ratio 1.14%
Ticker MCCRX
Gross Expense Ratio 1.39%
Net Expense Ratio 1.39%

Investment Risk

The 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.