MassMutual Select Funds - MassMutual Equity Opportunities Fund

Frequently Asked Questions About MFVZX

What does MFVZX invest in?

The MassMutual Equity Opports I fund primarily allocates its capital to the stock market, focusing on shares of American companies. Its investment managers specifically target businesses they believe demonstrate strong financial standing, are considered undervalued by the market, and show potential for future growth. Although the portfolio is predominantly composed of these domestic equity holdings, it has the discretion to invest in international stocks and American Depositary Receipts (ADRs), including those from developing economies. However, the fund typically limits its total investment in foreign securities to no more than 30% of its overall assets.

What is the expense ratio of MFVZX?

MassMutual Select Funds - MassMutual Equity Opportunities Fund (MFVZX) charges an expense ratio of 0.76%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MFVZX?

MassMutual Select Funds - MassMutual Equity Opportunities Fund (MFVZX) manages $394.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MFVZX actively managed or an index fund?

MFVZX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MFVZX launched?

MassMutual Select Funds - MassMutual Equity Opportunities Fund (MFVZX) launched in November 2010 and is managed by the fund issuer.

How has MFVZX performed?

MFVZX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.