Wellington Management Company LLP

Inception Date


Morningstar Category

Large Growth

Portfolio Manager

  • Paul E. Marrkand, CFA | Wellington Management Company LLP | Managed the fund since February 2012
  • Joel Thomas | Wellington Management Company LLP | Managed the fund since January 2019

Investment Objective

The Fund seeks long-term growth of capital.

Investment Overview

The investment seeks long-term growth of capital. The fund invests primarily in domestic equity securities that the fund's sub-adviser believes offer the potential for long-term growth. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stock, rights, and warrants, of issuers of any size. It may also invest up to 20% of its total assets in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund may hold a portion of its assets in cash or cash equivalents.

Fund Basics

Return to Top
Gross Expense Ratio
Net Expense Ratio*
Ticker MOTZX
Gross Expense Ratio 0.78%
Net Expense Ratio 0.78%
Ticker MOTCX
Gross Expense Ratio 0.88%
Net Expense Ratio 0.88%
Ticker MOTYX
Gross Expense Ratio 0.98%
Net Expense Ratio 0.98%
Ticker MOTLX
Gross Expense Ratio 1.08%
Net Expense Ratio 1.08%
Ticker MOTAX
Gross Expense Ratio 1.33%
Net Expense Ratio 1.33%
Ticker MFGFX
Gross Expense Ratio 1.23%
Net Expense Ratio 1.23%
Ticker MOTNX
Gross Expense Ratio 1.48%
Net Expense Ratio 1.48%

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.