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Summary

Subadvisors

Barrow, Hanley, Mewhinney & Strauss, LLC
Boston Partners Global Investors, Inc.

Inception Date

12/31/2001

Morningstar Category

Large Cap Value

Portfolio Managers

  • Brian F. Quinn, CFA | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since October 2017
  • Lewis Ropp | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since October 2017
  • Ray Nixon Jr. | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since October 2017
  • Brad Kinkelaar | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since February 2019
  • Mark Giambrone | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since February 2019
  • Michael B. Nafya, CFA | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since February 2019
  • Terry L. Pelzel, CFA | Barrow, Hanley, Mewhinney & Strauss | Managed the fund since February 2019
  • Mark Donovan, CFA | Boston Partners Global Investors, Inc. | Managed the fund since February 2019
  • David Cohen, CFA | Boston Partners Global Investors, Inc. | Managed the fund since February 2019
  • Stephanie McGirr | Boston Partners Global Investors, Inc. | Managed the fund since February 2019
  • David Pyle, CFA | Boston Partners Global Investors, Inc. | Managed the fund since February 2019

Investment Objective

The Fund seeks long-term total return.

Investment Overview

The investment seeks long-term total return. The fund invests primarily in equity securities of issuers that the fund's subadviser believes are undervalued. It normally invests at least 80% of its net assets in equity securities. Equity securities include common stock, preferred stock, securities convertible into common or preferred stock, rights, and warrants. Although the fund may invest in companies of any size, the fund will tend to focus on companies with large market capitalizations. It may invest up to 20% of its total assets in the securities of foreign issuers and American Depositary Receipts ("ADRs"), including emerging market securities.

Fund Basics

Return to Top
Ticker
Gross Expense Ratio
Net Expense Ratio
Ticker MFUZX
Gross Expense Ratio 0.63%
Net Expense Ratio 0.63%
Ticker MVUSX
Gross Expense Ratio 0.73%
Net Expense Ratio 0.73%
Ticker MFUYX
Gross Expense Ratio 0.83%
Net Expense Ratio 0.83%
Ticker MFULX
Gross Expense Ratio 0.93%
Net Expense Ratio 0.93%
Ticker MFUAX
Gross Expense Ratio 1.18%
Net Expense Ratio 1.19%
Ticker MFUFX
Gross Expense Ratio 1.08%
Net Expense Ratio 1.09%
Ticker MFUNX
Gross Expense Ratio 1.33%
Net Expense Ratio 1.33%

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.