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Summary

Subadvisor

Invesco Advisers, Inc.
T. Rowe Price Associates, Inc.
Federated Clover Investment Advisors

Inception Date

12/31/2001

Morningstar Category

Small Blend

Portfolio Managers

  • Michael Abata, CFA | Invesco Advisers, Inc.| Managed the fund since February 2016
  • Brian Morandi, CFA | Invesco Advisers, Inc.| Managed the fund since June 2018
  • Glen Murphy, CFA | Invesco Advisers, Inc.| Managed the fund since January 2015
  • J. David Wagner, CFA | T. Rowe Price Associates, Inc. | Managed the fund since June 2014
  • Stephen K. Gutch, CFA | Federated Clover Investment Advisors | Managed the fund since March 2006
  • Martin A. Jarzebowski, CFA | Federated Clover Investment Advisors | Managed the fund since April 2015

Investment Objective

The Fund seeks to achieve long-term growth of capital by investing primarily in a diversified portfolio of equity securities of smaller companies.

Investment Overview

The investment seeks to achieve long-term growth of capital. The fund invests primarily in equity securities that the subadvisers consider to be undervalued. 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 SmallCap 600 Index. The fund typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and ADRs, including emerging market securities. It will not invest more than 20% of its total assets in foreign securities.

Fund Basics

Return to Top
Ticker
Gross Expense Ratio
Net Expense Ratio
Ticker MSVZX
Gross Expense Ratio 0.95%
Net Expense Ratio 0.95%
Ticker MSVSX
Gross Expense Ratio 1.05%
Net Expense Ratio 1.05%
Ticker MMVYX
Gross Expense Ratio 1.15%
Net Expense Ratio 1.15%
Ticker MMYLX
Gross Expense Ratio 1.25%
Net Expense Ratio 1.25%
Ticker MMYAX
Gross Expense Ratio 1.50%
Net Expense Ratio 1.50%
Ticker MMVFX
Gross Expense Ratio 1.40%
Net Expense Ratio 1.40%
Ticker MSVNX
Gross Expense Ratio 1.65%
Net Expense Ratio 1.65%

Investment Risk

The Fund’s Principal Risks include- Cash Position Risk, Convertible Securities Risk, Derivatives Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Liquidity Risk, Management Risk, Market Risk, Preferred Stock Risk, REIT Risk, Risk of Investment in Other Funds and Pools, 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.