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Summary

Subadvisor

Wellington Management Company LLP
OFI Global Institutional, Inc.

Inception Date

5/31/1999

Morningstar Category

Small Growth

Portfolio Managers

  • Daniel J. Fitzpatrick, CFA | Wellington Management Company, LLP | Managed the fund since November 2001
  • Kenneth L. Abrams | Wellington Management Company LLP | Managed the fund since November 2001
  • Steven C. Angeli, CFA | Wellington Management Company LLP | Managed the fund since April 2004
  • Mario E. Abularach, CFA | Wellington Management Company LLP | Managed the fund since April 2006
  • Stephen Mortimer | Wellington Management Company LLP | Managed the fund since April 2006
  • John V. Schneider, CFA | Wellington Management Company LLP | Managed the fund since February 2018
  • Ash Shah, CFA | OFI Global Institutional, Inc. | Managed the fund since July 2015
  • Ronald Zibelli, Jr., CFA | OFI Global Institutional, Inc. | Managed the fund since July 2015

Investment Objective

This Fund seeks long-term capital appreciation.

Investment Overview

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of smaller companies that the subadvisers believe offer potential for long-term growth. It normally invests at least 80% of its net assets 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 Small Cap 600 Index. While most assets typically will be invested in common stocks of U.S. companies, the fund also may invest up to 20% of its total assets in foreign securities, including emerging market securities.

Fund Basics

Return to Top
Ticker
Gross Expense Ratio
Net Expense Ratio
Ticker MSGZX
Gross Expense Ratio 0.86%
Net Expense Ratio 0.86%
Ticker MSGSX
Gross Expense Ratio 0.96%
Net Expense Ratio 0.96%
Ticker MSCYX
Gross Expense Ratio 1.06%
Net Expense Ratio 1.06%
Ticker MSGLX
Gross Expense Ratio 1.16%
Net Expense Ratio 1.16%
Ticker MMGEX
Gross Expense Ratio 1.41%
Net Expense Ratio 1.41%
Ticker MSERX
Gross Expense Ratio 1.31%
Net Expense Ratio 1.31%
Ticker MSGNX
Gross Expense Ratio 1.56%
Net Expense Ratio 1.56%

Investment Risk

The Fund’s Principal Risks include- Cash Position Risk, Convertible Securities Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Growth Company Risk, Liquidity Risk, Management Risk, Market Risk, Preferred Stock Risk, Sector Risk, Small and Mid-Cap Company Risk, Valuation 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.