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Summary

Subadvisor

Wellington Management Company LLP
T. Rowe Price Associates, Inc.

Inception Date

05/01/2000

Morningstar Category

Large Blend

Portfolio Managers

  • Donald J. Kilbride | Wellington Management Company LLP| Managed the fund since March 2017
  • John D. Linehan, CFA | T. Rowe Price Associates, Inc.| Managed the fund since March 2017

Investment Objective

This Fund seeks growth of capital over the long-term.

Investment Overview

The investment seeks to achieve long-term growth of capital by investing primarily in a diversified portfolio of equity securities of smaller companies that the Fund's subadvisers consider to be undervalued. Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index or the S&P SmallCap 600 Index.

Fund Basics

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Ticker
Gross Expense Ratio
Net Expense Ratio
Ticker MFVZX
Gross Expense Ratio 0.74%
Net Expense Ratio 0.74%
Ticker MFVSX
Gross Expense Ratio 0.84%
Net Expense Ratio 0.84%
Ticker MMFYX
Gross Expense Ratio 0.94%
Net Expense Ratio 0.94%
Ticker MMFVX
Gross Expense Ratio 1.04%
Net Expense Ratio 1.04%
Ticker MFVFX
Gross Expense Ratio 1.29%
Net Expense Ratio 1.29%
Ticker MFVAX
Gross Expense Ratio 1.19%
Net Expense Ratio 1.19%
Ticker MFVNX
Gross Expense Ratio 1.44%
Net Expense Ratio 1.44%

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.

Resources

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