Morningstar

MassMutual Small Cap Growth Equity Fund Class R4 MSERX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.99  /  +1.35 %
  • Total Assets 661.9M
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 76%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MSERX

Will MSERX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MassMutual Small Cap Growth Eq R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSERX

More MSERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MKS Inc

2.07 15M
Technology

Fixed Inc Clearing Corp.Repo

1.89 14M
Cash and Equivalents

SiTime Corp Ordinary Shares

1.46 11M
Technology

Modine Manufacturing Co

1.32 10M
Consumer Cyclical

Alignment Healthcare Inc

1.31 10M
Healthcare

ESCO Technologies Inc

1.12 8M
Technology

BrightSpring Health Services Inc

1.07 8M
Healthcare

Sanmina Corp

1.05 8M
Technology

Protagonist Therapeutics Inc

1.05 8M
Healthcare

Fabrinet

1.01 7M
Technology

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