Page 369 - DCAC February 2024 Files
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28.0 (44) (26) (21) (34)
Standard Deviation 20.84 20.94 22.17 2016 5.56 7.33 4.83 3 Years Ending Dec-2017 9.58
24.0 Return 11.13 11.91 12.88 11.32 10.30
(5 YEARS*) 20.0 16.0 Risk (Standard Deviation %) MassMutual S:MCG;A (MEFAX) S&P MidCap 400 Growth 2017 (60) 24.02 (41) 25.27 24.73 3 Years Ending Dec-2018 (44) 8.05 (39) 8.59 7.33
RISK VS. RETURN 18.0 15.0 12.0 Return (% ) 9.0 6.0 3.0 12.0 Median 2018 (39) -3.65 (47) -4.75 -5.01 3 Years Ending Dec-2019 (49) 16.26 (34) 17.36 16.17
(49) (68) (66) (34) (78) (49)
10 Years 9.73 9.04 9.68 2019 31.50 35.47 33.86 3 Years Ending Dec-2020 16.72 20.50 20.35
(78) (87)
Years
7 10.61 9.50 11.69 (84) (46) (88) (57)
(85) (72) 2020 25.52 35.59 34.91 3 Years Ending Dec-2021 23.57 27.46 28.01
5 Years 11.13 11.91 12.88
(40) (14) (50) (60) (74) (54)
Years
3 0.88 4.22 -0.40 2021 14.33 12.73 14.22 3 Years Ending Dec-2022 2.72 3.85 4.14
(68) (80) 54
1 Year 18.91 17.49 20.82 (26) (38) (40) (36)
PEER GROUP ANALYSIS - IM U.S. Mid Cap Growth Equity (MF)
(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

