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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

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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 - Cash Position Risk, Equity Securities Risk, Foreign Investment; Emerging Markets; Currency Risk, Growth Company Risk, Liquidity Risk, Management Risk, Market Risk, Quantatative Models Risk, Sector Risk, Small and Mid-Cap Company Risk, Valuation Risk, Value Company 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.

Resources

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Assets (PDF)
Fact Sheet (PDF)
Quarterly Review
(PDF)
Holdings (PDF)
Performance (PDF)
Summary Prospectus (PDF)