Page 368 - DCAC February 2024 Files

28.0
24.0
20.0
(5 YEARS*)
16.0
RISK VS. RETURN
12.0
9.0
6.0
3.0
15.0
18.0
12.0
Return (% )
PEER GROUP ANALYSIS - IM U.S. Mid Cap Growth Equity (MF)
1 Risk (Standard Deviation %) 10 7 5 3 Years Years Years Years Year Standard Return (49) 9.73 (78) 10.61 (85) 11.13 (40) 0.88 (68) 18.91 Deviation (68) 9.04 (87) 9.50 (72) 11.91 (14) 4.22 (80) 17.49 20.84 11.13 MassMutual S:MCG;A (MEFAX)   20.94 11.91 S&P MidCap 400 Growth   22.17 12.88 Median 9.68 11.69 12.88 -0.40 20.82  2016
(68) (80) 2022 -24.48 -26.72 -28.79 3 Years Ending Dec-2023 0.88 1.31 -0.40
Year To Date 18.91 17.49 20.82
(71) (89)
Last Quarter 11.38 9.94 12.47 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
MassMutual S:MCG;A (MEFAX) S&P MidCap 400 Growth MassMutual S:MCG;A (MEFAX) Russell Midcap Grth Idx IM U.S. Mid Cap Growth Equity (MF) Median MassMutual S:MCG;A (MEFAX) Russell Midcap Grth Idx IM U.S. Mid Cap Growth Equity (MF) Median
40.0 30.0 20.0 10.0 0.0 -10.0 -20.0
MassMutual S:MCG;A (MEFAX) 12/31/23
Return
    Median

FUND INFORMATION MassMutual Fund Family : 06/01/2000 Fund Inception : Berghuis/Scarpa/Dabas Portfolio Manager : $90 Million Total Assets : 32% Turnover : Investment Strategy: The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of mid- capitalization companies. It normally invests in mid-cap companies whose earnings the subadvisers expect to grow at a fa