Page 345 - DCAC Feb 2026 Files

MassMutual S:MCG;A 12/31/25
FUND INFORMATION PEER GROUP ANALYSIS - Mid-Cap Growth RISK VS. RETURN (5 YEARS*)
Fund MassMutual 36.0 12.0
Family:
Fund Inception: 05/31/2000
28.0
Portfolio Team Managed 8.0
Manager:
Total 3,385 Million 20.0
Assets: 4.0
Turnover 38.00 % 12.0
Return Return (%)
Firm and Management: 4.0 0.0
Mass Mutual is an investment,
retirement and life insurance company -4.0
based out of Springfield, -4.0
Massachusetts dating back to 1851.
The fund is managed by Christopher -12.0
Scarpa since 2010 along side Ravi -8.0
Dabas since 2019. 10.0 15.0 20.0 25.0 30.0
-20.0
Risk (Standard Deviation %)
Investment Strategy: Last Year 1 3 5 7 10
The fund seeks long term capital Quarter To Date Year Years Years Years Years Standard
growth by investing at least 80% of ¢ £ MassMutual S:MCG;A 0.34 (24) 3.29 (69) 3.29 (69) 10.85 (77) 3.30 (56) 9.94 (81) 9.37 (79) Return Deviation
assets in diversified mid cap companies ˜  Russell Midcap Growth Index -3.70 (67) 8.66 (33) 8.66 (33) 18.64 (17) 6.65 (17) 14.20 (17) 12.49 (13) ¢ £ MassMutual S:MCG;A 3.30 16.89
part of the S&P Mid Cap 400 Index that ˜  Russell Midcap Growth Index 6.65 19.51
are expected to have higher than Median 3.62 19.52
average growth potential. The strategy Median -2.94 6.00 6.00 14.37 3.62 11.92 10.77 ¾
has a more value tilt than peers but
aims to find companies that have a
record of above average earnings CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
growth potential and ability to sustain
that growth and looks for stocks that 2024 2023 2022 2021 2020 2019 2018
appear undervalued or are in an MassMutual S:MCG;A 10.90 (74) 18.91 (69) -24.48 (23) 14.33 (35) 25.52 (85) 31.50 (67) -3.65 (34)
industry with increasing demand. Russell Midcap Grth Idx 22.10 (25) 25.87 (17) -26.72 (35) 12.73 (43) 35.59 (53) 35.47 (35) -4.75 (41)
Mid-Cap Growth Median 15.11 20.78 -28.61 11.70 37.37 33.49 -5.53
Innovest Assessment:
The fund is expected to provide a
diversified approach to investing, with a
slight value tilt may lag against peers ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
during growth rallies, and may provide 3 3 3 3 3 3 3
downside protection when growth Years Years Years Years Years Years Years
stocks are out of favor. Ending Ending Ending Ending Ending Ending Ending
Dec-2025 Dec-2024 Dec-2023 Dec-2022 Dec-2021 Dec-2020 Dec-2019
MassMutual S:MCG;A 10.85 (77) -0.14 (52) 0.88 (32) 2.72 (65) 23.57 (83) 16.72 (79) 16.26 (54)
Russell Midcap Grth Idx 18.64 (17) 4.04 (9) 1.31 (27) 3.85 (50) 27.46 (55) 20.50 (52) 17.36 (40)
Mid-Cap Growth Median 14.37 0.00 -0.73 3.73 27.94 20.70 16.44

*If less than 5 years, data is since inception of fund share class.

50